Website privacy policy
Pleasanton Wealth LLC (“we”) respects your privacy. This policy explains how we handle information collected through pleasantonwealth.com. It does not replace the privacy notice we provide to advisory clients.
Information we collect
- Information you give us through our forms: name, email address, business name, number of employees, whether you are starting a plan or reviewing an existing one, and any message you write. Please do not send account numbers or other sensitive financial information through the website.
- Technical information collected automatically, such as IP address, browser type and pages visited. We collect it in our hosting provider’s standard server logs, with any form submission you make, and through Google Analytics (see below).
Website analytics
We use Google Analytics to understand how visitors find and use this website, such as which pages are viewed and whether a form was submitted. Google Analytics uses cookies and collects information such as your browser type, approximate location and pages visited. It does not receive the contents of our forms, only the fact that a form was submitted. You can opt out using the Google Analytics opt-out browser add-on or by blocking cookies in your browser. Google explains how it uses this information in its own privacy policy.
How we use it
- To respond to your request and send resources you ask for.
- To follow up about our services. You can ask us to stop at any time.
- To keep business records as required of registered investment advisers.
How we share it
We do not sell or rent your personal information. We share it only with service providers that help us operate our business (such as our website host and email provider), when required by law or regulation, or with your consent.
Security and retention
We use reasonable safeguards to protect the information you submit and keep it only as long as we need it for the purposes above and our record-keeping obligations.
Your choices
You may ask us to access, correct or delete the personal information you submitted through this website, or to stop contacting you, by emailing samah@pleasantonwealth.com. We will honor these requests except where we must keep records under the laws that apply to registered investment advisers.
Do Not Track and changes to this policy
This website does not currently respond to browser “Do Not Track” signals. If we change this policy, we will post the updated version on this page with a new effective date.
Contact
Pleasanton Wealth LLC · 218 Ray Street, Pleasanton, CA 94566 (mailing address) · samah@pleasantonwealth.com