This Privacy Policy is effective 5/13/2020.

Our mission is to help individuals build and manage wealth to reach their financial goals. We have a team-based approach comprised of financial advisors, service, compliance, marketing, and specialists for specific needs like Medi-Cal.

To accomplish this mission, we need to collect, use, and share some of your personal information. We wrote this Privacy Policy to help you understand how 1on1 Financial does that and to provide choices and rights you have in sharing your information with us.

Privacy Scope

Our policy applies to all persons that contact 1on1 Financial, whether via the phone or this website.

The Information We Collect and How We Use It

When you contact 1on1 Financial, we collect the information you provide us (e.g., name, email address, phone) and use this information to help respond to your inquiry. We also collect data (e.g., IP address, device type, browser information) about all the visitors to the website using third-party tools such as Google Analytics and on social media accounts (e.g., Facebook, Twitter, YouTube).

We track these interactions by placing a text file called "cookie" on your computer or device when you visit our website to personalize your experience for your needs.

You can limit cookies from being placed on your computer by selecting the appropriate settings on your browser. To learn how to do this for your particular browser, click "help" on your browser’s menu, or visit www.allaboutcookies.org. Alternatively, you can visit Microsoft, Google, and Mozilla websites for specific information on how to adjust your browser setting to "Do Not Track."

We use the information you directly provide in aggregate to help us better understand the needs of our customers.

Information Sharing

We do not share personal information we obtain about you, except as described in this Privacy Policy. We will share your personal information with third-party service providers who perform services on our behalf and companies affiliated with 1on1 Financial. We do not authorize any providers to use or disclose the information except as necessary to perform these functions or to comply with the law.

We also may disclose information about you: (1) if we are required to do so by law or legal process; (2) in response to requests by government agencies, (3) to establish, exercise or defend our legal rights; (4) when we believe disclosure is necessary or appropriate to prevent physical or other harm or financial loss; (5) in connection with an investigation of suspected or actual illegal activity; (6) in the event we sell or transfer all or a portion of our business or assets; or (7) otherwise with your consent.

When you select our professional services, it will be necessary for 1on1 Financial to share your information with the selected third parties (e.g., securities from Centaurus Financial, life insurance companies). The privacy practices of these third parties, including details on the information they may collect about you, are subject to the privacy statements of these parties, which we strongly suggest you review.

Notice To California Residents

Subject to certain limits under California law, California residents may ask us to provide them with: (1) a list of specific categories of personal information we have disclosed to third parties for their direct marketing purposes during the immediately preceding calendar year, and (2) the identity of those third parties. To make this request, California residents may contact us as specified in the area called How to Contact Us.

To the extent required by applicable law, we will retain your personal information for the duration of our relationship, plus a reasonable period to comply with the applicable statute of limitations or if otherwise required under applicable law.

How We Protect Personal Information

We maintain administrative, technical, and physical safeguards designed to protect the personal information obtained against accidental, unlawful or unauthorized destruction, loss, alteration, access, disclosure, or use.

Notice for Minors

If you are under 18 years old and a registered user of this website and you have posted content on our site, you may request the removal of this content. Additionally, if you post content to other properties managed by 1on1 Financial (e.g., Facebook, Twitter, YouTube), you may also request the removal of this content.

To request removal of this content, submit your request via our contact form. Although 1on1 Financial will delete the material from properties we manage, it is essential to realize that this content may also appear on other websites not controlled by our company.

Updates To Our Privacy Policy

This Privacy Policy may be updated periodically and without prior notice to you to reflect changes in our information practices. We will indicate at the top of the Privacy Policy when it was most recently updated.

How To Contact Us

If you have questions about this privacy policy or would like to exercise your privacy rights, please contact us by using the contact form on this website or send a letter to:

1on1 Financial
Attn. Data Protection Officer
818 N. Mountain Ave
Ste. 200
Upland, CA 91786