Privacy Policy
Effective Date: 7/15/2024
Last Updated: 4/18/2025
Ascent Financial Consulting, LLC (“Company,” “we,” “our,” or “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at www.ascentfinancialconsulting.com (the “Site”) and outlines your rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).
1. Scope of This Policy
This policy applies solely to visitors, users, and others who reside in the State of California (“consumers” or “you”). We adopt this policy in compliance with the CCPA and CPRA. This policy supplements any other privacy policies or notices provided by Ascent Financial Consulting, LLC.
2. Categories of Personal Information We Collect
We may collect the following categories of personal information:
- Identifiers – such as your name, email address, phone number, mailing address, or IP address.
- Professional or Employment Information – such as job title, employer, and industry.
- Internet or Network Activity – such as browsing history, search history, and interactions with our website.
- Geolocation Data – general location information from IP address.
- Inferences – drawn from other personal information to create a profile reflecting your preferences or behavior.
We do not collect sensitive personal information, biometric data, or protected classifications under California or federal law.
3. Sources of Personal Information
We collect personal information from the following sources:
- Directly from you when you contact us or fill out forms on our website.
- Indirectly from your interactions with our website through cookies and tracking technologies.
- From publicly available sources such as professional networking sites.
4. Use of Personal Information
We may use or disclose the personal information we collect for one or more of the following purposes:
- To provide and improve our services.
- To respond to inquiries and communicate with you.
- To personalize your experience on our website.
- To analyze usage trends and administer the website.
- To comply with legal obligations.
We do not use personal information for automated decision-making or profiling that produces legal or similarly significant effects.
5. Sharing Personal Information
We may disclose your personal information to:
- Service Providers – including website hosting, analytics, and CRM platforms, only as necessary to perform services on our behalf.
- Legal Authorities – when required by law or to protect our rights and the safety of others.
We do not sell personal information. However, under the CPRA, certain sharing of data (e.g., for cross-context behavioral advertising) may be considered a "sale" or "share."
6. Your Rights Under California Law
If you are a California resident, you have the following rights under the CCPA and CPRA:
- Right to Know – You have the right to request disclosure of the categories and specific pieces of personal information we have collected about you.
- Right to Delete – You may request that we delete personal information we have collected from you.
- Right to Correct – You may request that we correct inaccurate personal information we maintain about you.
- Right to Opt-Out of Sale or Sharing – You may opt out of the sale or sharing of your personal information.
- Right to Limit Use of Sensitive Personal Information – If applicable, you may request limitations on the use of sensitive information.
- Right to Non-Discrimination – We will not discriminate against you for exercising any of your rights under the CCPA/CPRA.
7. How to Exercise Your Rights
You may exercise your rights by:
- Emailing us at: info@ascentfinancialconsulting.com
- Calling us at: +1-650-229-8590
- Submitting a request through our website: https://www.ascentfinancialconsulting.com/contact
To protect your privacy and security, we may verify your identity before fulfilling your request. Authorized agents may also submit requests on your behalf, subject to verification.
8. Do Not Sell or Share My Personal Information
For more information on how Google Analytics uses data from our websites and how you can control the information sent to Google, click here. To learn about opting out of Google Analytics, please click here.
You may also set browser privacy controls or use opt-out preference signals, such as the Global Privacy Control (GPC), which we honor.
9. Retention of Personal Information
We retain personal information only for as long as reasonably necessary to fulfill the purposes outlined in this policy or as required by applicable laws.
10. Changes to This Privacy Policy
We reserve the right to amend this Privacy Policy at any time. When we make changes, we will post the updated policy on our website with the “Last Updated” date. Your continued use of the website after such changes constitutes your acceptance.
11. Contact Us
If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:
Name: Ascent Financial Consulting, LLC
Address: 1180 San Carlos Ave, Suite 808, San Carlos, CA 94070 USA
Email: info@ascentfinancialconsulting.com
Phone: +1-650-229-8590