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CA Privacy Policy

Privacy Policy for Retirement Level - California Residents


Effective Date: January 24, 2024


Retirement Level ("we," "us," or "our") is committed to protecting the privacy of our clients and website visitors. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you visit our website and engage with our services in the state of California.


1.  Information We Collect


 We collect the following personal information from you:

  • Name

  • Phone number

  • Address

  • Email

  • State of Primary Residency

  • Other information or financial information about you

2.  How We Use Your Information

We use your personal information to provide and improve our services, communicate with you about our services and offerings, and comply with legal and regulatory requirements.


3.  Sharing of Personal Information


We will not sell, rent, or share your personal information with third parties without your consent, except as required by law, to protect our rights, our property or to work with our service providers, affiliates, partners or others who assist us in providing our services.


4.  Cookies and Tracking Technologies

We use cookies and other tracking technologies to collect information about your use of our website and to improve our services. You can control the use of cookies in your browser settings.


5.  California Privacy Rights Under the California Consumer Privacy Act (CCPA), California residents have the right to know what personal data is collected, used, shared, or sold by businesses. You also have the right to request the deletion of your personal information, to opt out of the sale of your personal information, and to not be discriminated against for exercising your rights.

6: Security

We take reasonable measures to protect the security of your personal information. This website is hosted by may retain your information in their storage systems, databases, and applications. They safeguard your data on protected servers, maintaining it behind a firewall.  We cannot guarantee secure transit, usage and storage of any of your personal information shared with service providers, affiliates, partners or others who assist us in providing our services.  No method of transmission or storage is completely secure, and we cannot guarantee the absolute security of your information.


7.  Retention of Personal Information

We will retain your personal information for as long as necessary to provide our services, comply with our legal obligations, and resolve disputes.

8.  Your Rights

You have the right to access, update, and delete your personal information, and to opt out of receiving communications from us. To exercise these rights, please contact us at:

9.  Changes to this Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on our website. Your continued use of our website and services after the effective date of any changes will be considered acceptance of those changes.

10.  Contact Information If you have any questions or concerns about this Privacy Policy or our use of your personal information, please contact us at:


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