Full Focus Financial respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect information when you visit our website, submit a form, schedule a consultation, communicate with our team, or otherwise interact with us.
Company Information
Full Focus Financial
5635 Stratford Circle Suite A3
Stockton, CA 95207
Phone: (916) 234-6539
Email: [email protected]
Information We Collect
We may collect personal information that you voluntarily provide to us, including:
Name
Email address
Phone number
Mailing address
Business information
Financial, tax, estate, retirement, or planning related information you choose to share
Information submitted through forms, surveys, applications, or scheduling pages
Communication preferences
Any other information you provide when contacting us
We may also automatically collect certain website information, including:
IP address
Browser type
Device information
Pages visited
Time spent on our website
Referral source
Cookies, pixels, and similar tracking technologies
How We Use Your Information
We may use the information we collect to:
Respond to your inquiries
Schedule consultations or appointments
Provide financial, tax, estate, retirement, legacy, or planning related information
Evaluate whether our services may be a good fit for your needs
Communicate with you by phone, email, text message, or other channels
Send educational, promotional, or service related communications
Improve our website, marketing, services, and client experience
Maintain internal records
Comply with legal, regulatory, security, and business obligations
Text Messaging and Phone Communications
By providing your phone number, you may consent to receive calls or text messages from Full Focus Financial regarding your inquiry, appointments, services, or related offers. Message frequency may vary. Message and data rates may apply. You may reply STOP to opt out of text messages or HELP for assistance.
SMS consent and phone numbers collected for SMS purposes will not be shared with third parties or affiliates for marketing or promotional purposes.
How We Share Information
We do not sell your personal information.
We may share information only as reasonably necessary with:
Service providers who help operate our website, CRM, scheduling tools, email, text messaging, marketing, analytics, or business systems
Professional advisors, legal counsel, compliance consultants, or similar parties when needed
Technology vendors and advertising platforms used to measure website activity or improve marketing performance
Government agencies, regulators, courts, or other parties when required by law
Successors or assigns in the event of a business transfer, merger, acquisition, or reorganization
We require service providers to use personal information only for the services they provide to us and not for their own unrelated purposes.
Cookies, Pixels, and Tracking Technologies
Our website may use cookies, pixels, analytics tools, and similar technologies to understand visitor behavior, improve website performance, measure advertising effectiveness, and deliver relevant content.
These tools may collect information such as your IP address, browser type, device information, pages visited, and actions taken on our website. You can adjust your browser settings to refuse cookies or alert you when cookies are being used. Some website features may not function properly if cookies are disabled.
California Privacy Rights
If you are a California resident, you may have certain privacy rights under California law, including the right to:
Know what personal information we collect, use, disclose, sell, or share
Request access to personal information we maintain about you
Request deletion of personal information, subject to certain exceptions
Request correction of inaccurate personal information
Opt out of the sale or sharing of personal information, where applicable
Limit the use of sensitive personal information, where applicable
Not be discriminated against for exercising your privacy rights
To exercise these rights, contact us at:
[email protected]
(916) 234-6539
We may need to verify your identity before fulfilling your request.
Financial Information
Because Full Focus Financial may assist with financial, tax, estate, retirement, or legacy planning related matters, we may receive sensitive financial or personal information from you. We use this information only for the purposes of evaluating your needs, providing services, communicating with you, complying with legal obligations, and maintaining business records.
We do not disclose nonpublic personal financial information to unaffiliated third parties except as permitted or required by law, as authorized by you, or as necessary to provide services.
Data Security
We use reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, loss, misuse, or disclosure. However, no website, transmission, or storage system can be guaranteed to be completely secure.
Data Retention
We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, provide services, maintain business records, comply with legal obligations, resolve disputes, and enforce agreements.
Third Party Links
Our website may contain links to third party websites or services. We are not responsible for the privacy practices, security, or content of those third party websites. We encourage you to review their privacy policies before providing personal information.
Children’s Privacy
Our website and services are not directed to children under the age of 13. We do not knowingly collect personal information from children under 13.
Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. Your continued use of our website or services after changes are posted means you accept the updated Privacy Policy.
Contact Us
For questions about this Privacy Policy or how your information is handled, contact us at:
Full Focus Financial
5635 Stratford Circle Suite A3
Stockton, CA 95207
Phone: (916) 234-6539
Email: [email protected]