Privacy Policy

1. Who we are

Clarita Wealth Management ("we," "us," or "our") operates an advisor-matching and financial-education service for residents of Santa Clarita, California. We connect consumers with independent, unaffiliated financial advisors. We are not a registered investment adviser and do not provide investment, legal, or tax advice.

2. Information we collect

When you submit a matching request, we collect the information you provide: first and last name, email address, phone number, ZIP code, an investable-asset range, the topic you need help with, and your consent selection.

We also collect standard technical information such as pages visited and referring source through analytics tooling. We do not ask for account numbers, Social Security numbers, or financial statements.

3. How we use your information

We use your information to review your request, to identify an independent financial advisor in our network who may fit your situation, to make an introduction, and to follow up about that introduction.

We may also use aggregated, de-identified data to improve the service and our educational content.

4. How we share your information

With your consent, we share the information you submit with one or more independent, unaffiliated financial advisors so they can contact you about your request. Those advisors are separate businesses and handle your information under their own privacy practices.

We also use service providers (such as hosting, email delivery, and analytics vendors) that process data on our behalf. We do not sell your information to unrelated third parties for their own marketing.

[DATA-SHARING CONSENT PLACEHOLDER]

5. Your choices

You can withdraw consent, request access to, correct, or ask us to delete the information you submitted by emailing hello@claritawealthmanagement.com. You can unsubscribe from our emails at any time using the link in any message.

California residents may have additional rights under the CCPA/CPRA, including the right to know, delete, and opt out of certain sharing. We honor those requests through the same email address.

6. Data retention and security

We retain matching requests for as long as needed to provide the service and meet recordkeeping obligations, then delete or de-identify them. We use reasonable administrative and technical safeguards, though no method of transmission over the internet is completely secure.

7. Children

The service is intended for adults. We do not knowingly collect information from anyone under 18.

8. Changes and contact

We may update this policy and will revise the effective date above when we do. Questions can be sent to hello@claritawealthmanagement.com.