Sandstone Financial Privacy Policy
Effective Date: March 2024
Introduction
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
Agencies.
• 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
at:
3198-F Airport Loop Drive, Costa Mesa, CA 92626