Privacy Policy

Last updated: January 1, 2025

Legacy Financial Group, LLC provides financial planning and investment advisory services. Our main office is at 990 W 190th Street, Suite 520, Torrance, CA 90502, USA. Phone: (310) 756-1700.
Legacy Financial Group LLC

This Privacy Policy explains how we collect, use, disclose, and protect personal information, and the choices California residents have under the California Consumer Privacy Act as amended by the CPRA (together, CCPA). Certain information we handle is also governed by the Gramm-Leach-Bliley Act (GLBA). Where GLBA applies, those data and uses are exempt from CCPA obligations; this Policy still applies to other data we collect (like website and marketing data).
Davis Wright Tremaine

Scope

This Policy covers personal information collected online (our website and forms) and offline (calls, meetings, events). It doesn’t apply to deidentified or aggregated data, or to information collected, processed, or disclosed subject to GLBA or similar laws.

The information we collect

We may collect the following categories of personal information:

Identifiers: name, postal address, email, phone number, IP address, device identifiers.
Customer records: account or portfolio details you provide to begin services (GLBA-covered when tied to advisory/brokerage services).
Protected classifications (only if you choose to share them): age, marital status.
Commercial information: services considered, records of interactions.
Internet or network activity: pages viewed, referring pages, cookies, pixels, analytics events.
Geolocation data: approximate location from IP.
Professional or employment information: employer, job title (when relevant to planning).
Inferences: preferences or estimated interests from your site use.
Sensitive personal information (only if needed for regulated services): government IDs, SSN, financial account numbers—handled under GLBA when collected for advisory/brokerage services.

Sources of information

Directly from you (forms, calls, meetings).
Automatically from your device (cookies, analytics, logs).
Service providers and partners (e.g., custodians, broker-dealers, analytics), public sources, and referrals.

How we use information

To provide, operate, and maintain financial planning and advisory services.
To verify identity and meet legal, regulatory, and compliance needs.
To communicate with you, schedule meetings, and respond to inquiries.
To improve our site and services, including analytics and security.
For marketing with your permissions and applicable law (you can opt out).
To detect, investigate, and prevent fraud or security incidents.
These uses align with CCPA’s recognized business purposes. Legislative Information

Cookies and analytics

We use cookies and similar technologies to run the site, remember preferences, measure performance, and improve content. You can control cookies through your browser settings. Some analytics or advertising tools may treat sharing certain identifiers as a “sale” or “sharing” under CCPA; see Your Privacy Choices below. Guidance on the CCPA and opt-out mechanisms is set by the California Attorney General.

Disclosures of personal information

We may disclose personal information to:
Service providers who help us run our business (IT, hosting, analytics, consultants).
Financial industry partners necessary to service your accounts (e.g., custodian, broker-dealer), and compliance vendors (where applicable under GLBA).
Professional advisors and auditors.
Authorities when required by law or to protect rights and security.
Parties to corporate transactions (merger, acquisition, asset sale), consistent with CCPA. Legislative Information
We do not disclose personal information to third parties for their own direct marketing. We do not knowingly sell personal information for money. If our use of analytics/advertising cookies is deemed a “sale” or “share” of personal information under CCPA, you can opt out using the methods below. TermsFeed

Data retention

We keep personal information only as long as needed for the purposes described here, to meet legal and regulatory requirements, to resolve disputes, and to enforce agreements. Retention periods vary by record type and applicable law.

California privacy rights (CCPA/CPRA)

If you are a California resident, you have the right to:

Know and access: request the categories and specific pieces of personal information we collected, the sources, purposes, and categories of third parties we disclosed it to.
Delete: request deletion of personal information (subject to legal exceptions).
Correct: request correction of inaccurate personal information.
Opt out of sale or sharing: opt out of the sale or sharing of personal information for cross-context behavioral advertising.
Limit use/disclosure of sensitive personal information: to certain necessary purposes if we use SPI beyond those purposes.
Non-discrimination: we will not discriminate against you for exercising your rights.
These rights are provided under California Civil Code sections 1798.100–1798.199. FindLaw Codes

How to exercise your rights

Submit a request by:

Phone: (310) 756-1700
Web: use the Contact form on our site and state “CCPA Request” in your message. Legacy Financial Group LLC

We’ll verify your identity using information we already maintain. You may authorize an agent to act for you; we’ll require proof of authority and may still require you to verify your identity directly. We’ll respond within the timelines set by law.

Your privacy choices

We Do Not Sell or Share Your Personal Information
Legacy Financial Solutions does not sell or share your personal information with third parties for marketing or advertising purposes.
We Limit the Use of Sensitive Personal Information
We only collect and use sensitive personal information as necessary to provide our services, comply with legal obligations, or as otherwise permitted by law.
Cookies and Analytics Preferences
You can manage cookies and tracking preferences by adjusting your browser settings or using opt-out tools provided by your browser or device. Please note that these settings are unique to each browser and device you use.

Children’s privacy

Our services are not directed to children under 16. We do not knowingly sell or share personal information of consumers under 16.

Information security

We use administrative, technical, and physical safeguards designed to protect personal information. No method of transmission or storage is perfectly secure, so we cannot guarantee absolute security.

Other U.S. privacy laws and GLBA

Some of our activities are regulated by GLBA and related financial privacy laws. Personal information collected, processed, sold, or disclosed subject to GLBA (and similar laws) is exempt from certain CCPA requirements, though CCPA may still apply to other data we collect (like website analytics).

International visitors

We operate in the United States. If you access our site from outside the U.S., your information may be processed and stored in the U.S. and subject to U.S. law.

Changes to this Policy

We may update this Policy from time to time. If we make material changes, we’ll update the “Last updated” date and post the new Policy here.

Contact us

uestions or requests about this Policy can be sent via the site’s Contact page or by mail to:
Legacy Financial Group, LLC – Attn: Privacy
2280 Wardlow Circle, Suite 205
Corona, CA 92880
Phone: (310) 756-1700 Legacy Financial Group LLC