DATA PRIVACY
Privacy policy
The Financial Zen Group, Inc. recognizes that our relationships with current and prospective clients are based on integrity and trust.
We work hard to maintain your privacy and to preserve the private nature of our relationship with you. We place the highest value on the information you share with us.
The Financial Zen Group, Inc. will not disclose your personal information to anyone unless it is required by law or at your direction. We will not sell your personal information.
The Financial Zen Group, Inc. will provide this privacy statement to all clients annually. If we were to change our firm policy, we would be prohibited under the law from doing so without advising you first.
We want our clients to understand what information we collect, how we use it, and how we protect your personal information.
Why We Collect Your Information
We gather information about you so that we can:
- Help design and implement the investment and planning related services we provide you; and
- Comply with the Federal and State laws and regulations that govern us.
What Information We Collect and Maintain
We may collect the following types of “nonpublic personal information” about you:
- Information from our initial meeting or subsequent consultations about your identity, such as your name, address, social security number, date of birth, and financial information.
- Information that we generate to service your financial needs.
- Information that we may receive from third parties with respect to your financial profile.
What Information We Disclose
We are permitted by law to disclose nonpublic information about you to unaffiliated third parties in certain circumstances.
If you wish to opt out of disclosures to non-affiliated third parties please contact us at (415) 792-0345.
Otherwise, The Financial Zen Group, Inc. will not disclose any personal information about you or your account(s) unless one of the following conditions is met:
- We receive your prior written consent; or
- We have documentation that the recipient is your authorized representative; or
- We are required by law to disclose information to the recipient.
Arrangements with companies or independent contractors not affiliated with The Financial Zen Group, Inc. will be subject to confidentiality agreements.
How We Protect Your Personal Information
Privacy has always been important to The Financial Zen Group, Inc. We restrict and limit access to client information only to those who need to carry out their business functions. We educate employees about safeguarding client information and preventing its unauthorized access, disclosure, or use.
Employees will be required to acknowledge their acceptance and understanding of the privacy policy in writing. We maintain physical, electronic, and procedural safeguards to protect your confidential personal information.