Sandstone Financial Privacy Policy

Effective Date: March 2024


At Sandstone Financial, we prioritize exceptional customer service and understand the

importance of protecting your privacy. We are committed to safeguarding the

confidentiality of your nonpublic personal information. Our Privacy Policy reflects our

dedication to preserve and protect your privacy, detailing how we manage your personally

identifiable information (PII). We adhere to strict standards to ensure your information is

secure, reinforcing our commitment to your privacy and trust.

Information We Collect

At Sandstone Financial, we collect nonpublic personal information about our clients to

conduct business effectively. This information is gathered from various sources, including

but not limited to:

• Direct Interactions: Information you provide us through applications, forms,

telephone conversations, face-to-face meetings, and online interactions. This may

include your name, address, telephone number, social security number, credit

history, and other financial details.

• Transactions: Details of your transactions with us or others, such as payment

histories, account balances, and account activity.

• Consumer Reporting Agencies: Credit scores, credit reports, and other

information assessing your creditworthiness, received from consumer reporting


• Employment and Third-party Verifications: Information from employers and other

sources to verify the accuracy of the information you have provided, including

employment status, income, and deposit verifications.

Information We Disclose

The personal information we collect is used solely for responding to your inquiries and

conducting business with you. It will not be shared with third parties, except as necessary

for the intended business purpose, related entities, or as required by law.

Your explicit consent to the transmission of data collected on our website is given by

submitting information through our platforms.

Data Confidentiality and Security

We regard your information as confidential within our firm and enforce strict data

protection and confidentiality policies among our employees.

Third-party Websites

Please note that our website may contain links to external sites not governed by this privacy

statement. We advise reviewing the privacy policies of any linked websites as we cannot be

held responsible for their content or privacy practices.

California Online Privacy Protection Act (CalOPPA) Compliance

We adhere to CalOPPA, allowing users to visit our site anonymously and providing a link to

this privacy policy on our homepage.

Your Rights Under the CCPA

California residents have the right to access, delete, and control the sale of their personal

information under the CCPA. Our privacy notice provides detailed information on these

rights and how to exercise them.

Updates to This Policy

We may update this privacy policy to reflect changes to our practices or for other

operational, legal, or regulatory reasons.

Contact Us

For questions regarding this privacy policy or your personal information, please contact us


3198-F Airport Loop Drive, Costa Mesa, CA 92626

Allycyn Bennett
Sandstone Financial
Ph: 949-717-7290Fax:949-717-7490
3198-F Airport Loop Drive
Costa Mesa, CA 92626 US
 Sandstone Financial License # 01154798 NMLS # 1942