PRIVACY POLICY

At Pathfinder Legacy, your trust is our most valuable asset. We understand that financial and succession planning involves sensitive personal and financial information. We are committed to protecting your privacy in compliance with the Gramm–Leach–Bliley Act (GLBA), applicable state privacy laws such as the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), and other industry best practices.

This Privacy Policy explains how we collect, use, protect, and share your information when you visit our website or engage with our services.

Information We Collect

We collect personal information you voluntarily provide to us, such as your name, email address, phone number, mailing address, and any financial or business details you share during consultations. This may occur when you fill out contact forms, send us an email, schedule an appointment, or request resources.

We may also collect certain information automatically when you visit our website, including your IP address, browser type, operating system, referring website address, and browsing activity. This information is used to improve site performance, security, and user experience.

How We Use Your Information

Your information is used to:

  • Provide and manage our succession and financial planning services
  • Communicate with you regarding inquiries, appointments, or service updates
  • Comply with legal and regulatory requirements
  • Improve our website, security, and client experience

     

We will never sell or rent your personal information to third parties.

GLBA Annual Privacy Notice

As required by the GLBA and Regulation P, we provide this privacy notice at the beginning of our customer relationship and annually thereafter. It describes the categories of nonpublic personal information (NPI) we collect, how we use it, and your rights regarding that information.

Opt-Out of Information Sharing

You have the right to opt out of sharing your nonpublic personal information with nonaffiliated third parties, except as permitted or required by law. To exercise this right, you may email privacy@pathfinderlegacy.com, call us at the number listed on our Contact page, or submit our online privacy preferences form. Your opt-out will be applied before any such sharing occurs.

Safeguarding Your Information

We maintain a written information security program as required by the GLBA Safeguards Rule. This program includes administrative, technical, and physical safeguards, regular risk assessments, employee training, and oversight of service providers. We also have procedures to prevent unauthorized access through deceptive means (pretexting).

While we take every reasonable precaution to protect your information, no method of transmission over the Internet is completely secure. We advise against sending confidential financial details via unsecured email.

Cookies and Tracking Technologies

We use cookies to remember your preferences, enhance your browsing experience, and analyze website usage. Cookies are small files stored on your device that help our site recognize you when you return. You can disable cookies through your browser settings, but some site features may not work as intended.

Sharing Your Information

We may share your personal information:

  • With trusted service providers who assist us in delivering services, under strict confidentiality agreements
  • As required by law, regulation, or legal process
  • With your explicit consent

     

State-Specific Privacy Rights

Certain states provide additional privacy rights. If you are a California resident, you may have rights under the CCPA/CPRA for personal information not covered by GLBA, including the right to know, delete, and opt out of certain data uses. Pathfinder Legacy will honor these rights to the extent they apply.

Changes to This Policy

If our privacy practices change, or we begin sharing new categories of nonpublic personal information or with new third parties, we will notify you and provide you with an updated privacy notice, along with an opportunity to opt out before such sharing occurs.

This Privacy Policy is effective August 12, 2025, and may be updated to reflect changes in our practices, regulations, or technology. The most current version will always be available on this page.

Pathfinder Legacy
 Helping families secure their financial future across generations.

If you have questions or concerns about this Privacy Policy, please contact us via the details provided on our Contact page or email privacy@pathfinderlegacy.com.