CCPA Notice — California Privacy Rights

This notice applies to California residents and supplements our Privacy Policy. It describes your rights under the California Consumer Privacy Act of 2018 (CCPA), as amended.

Do Not Sell My Personal Information

We do not sell personal information. Frank Finly does not sell your personal information to third parties. When you complete our questionnaire or inquiry form, we share your information with financial advisors who participate in our matching platform so they can contact you. This sharing is not a "sale" under the CCPA because we do not receive monetary consideration in exchange for your information in that context. We are not in the business of selling personal information.

Your CCPA Rights

California residents have the right to:

  • Know — Request information about the categories and specific pieces of personal information we have collected about you in the past 12 months
  • Delete — Request deletion of your personal information, subject to certain exceptions
  • Correct — Request correction of inaccurate personal information
  • Opt-Out of Sale/Sharing — We do not sell personal information. If our practices change, we will provide an opt-out mechanism
  • Non-Discrimination — We will not discriminate against you for exercising your CCPA rights

How to Submit a Request

To exercise your rights, contact us at marketing@frankfinly.com. Include your full name and email address. We may need to verify your identity before responding. We will respond within 45 days unless we need more time, in which case we will notify you.

You may designate an authorized agent to submit requests on your behalf. We will require the agent to provide written authorization confirming that authority.

Information We Collect

Here is a description of our relevant privacy practices:

How you interact with usPersonal information collectedCCPA-defined categoriesSourcesPurposesData sharing
Complete our questionnaire or inquiry formName, email, phone, zip code, marital status, financial goals, household income, home ownershipIdentifiersYouMatch you with advisors, provide Services, communicationsShared with matched financial advisors and service providers
Visit our website, receive marketing emailsDevice data, IP address, online activity data, browsing behaviorIdentifiers, Internet or Network Information, InferencesAutomatic collectionOperations, marketing, advertising, research and developmentCollected by or shared with service providers and advertising partners
Sign up for email alerts, interact with contentName or alias, email addressIdentifiersYouCommunications, marketingShared with service providers

We may also disclose personal information to comply with law, for compliance, fraud prevention, and safety purposes, in the event of business transfers, and to our professional advisors. See our Privacy Policy for full details.

Online Tracking Opt-Out Guide

Like many companies online, we use services provided by Google, Meta (Facebook), and other companies that use tracking technology. These services rely on tracking technologies — such as cookies and web beacons — to collect information about your browsing activities, your interactions with websites, and the device you are using. There are a number of ways to opt out:

Platform Opt-Outs

Industry Opt-Out Tools

See our Cookie Policy for more information about the cookies and tracking technologies we use.

Contact

Frank Finly LLC
Georgia, Kobuleti Municipality, Tsikhisdziri Village, 10th Street, No. 2
Email: marketing@frankfinly.com