Privacy Policy

Veritas Financial Solutions

Introduction

Veritas Financial Solutions (“Veritas,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, veritasfinancial.solutions, or any related media form, mobile site, or application (collectively, the “Site”).

Information We Collect

1. Information You Provide to Us

We may collect personal information when you voluntarily provide it, such as:

  • Name

  • Email address

  • Phone number

  • Financial or demographic information shared through forms or consultations

2. Information We Collect Automatically

We may also collect certain information automatically when you use the Site, including:

  • IP address

  • Browser type and version

  • Operating system

  • Device identifiers

  • Referring/exit pages

  • Pages visited and access timestamps

  • Usage and diagnostic data

This data helps us improve website functionality, user experience, and overall security.

How We Use Your Information

We may use collected information to:

  • Deliver, maintain, and improve the Site

  • Respond to inquiries, questions, and service requests

  • Provide marketing communications (with your consent)

  • Personalize your experience with our firm

  • Monitor website usage trends and optimize performance

  • Comply with legal or regulatory requirements

Disclosure of Your Information

Veritas does not sell your personal information. We may share your data only in the following circumstances:

  • With trusted service providers who support our website or internal operations

  • As required by law, subpoena, or legal process

  • To protect the rights, property, or safety of Veritas, our clients, or others

  • In connection with a business transfer or restructuring

Your Financial Information & Regulatory Affiliations

Veritas Financial Solutions is an independent business entity.

  • Securities are offered through LPL Financial, Member FINRA/SIPC

  • Advisory services are offered through Rubicon Advisors, a registered investment adviser

  • Veritas, LPL Financial, and Rubicon Advisors are separate and unaffiliated entities

  • Other services (e.g., tax, insurance, estate coordination) may be offered independently through Veritas

For more information:

Data Retention

We retain your personal data only as long as needed to fulfill the purposes outlined in this Privacy Policy, or as required by law.

Security

We implement appropriate administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is entirely secure.

Links to Other Websites

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. We encourage you to review their privacy policies.

Your California Privacy Rights (CCPA)

If you are a California resident, you may have the right under the California Consumer Privacy Act (CCPA) to:

  • Request information about personal data collected, disclosed, or shared

  • Request deletion of your personal data

  • Opt out of any potential sale of personal data (we do not sell data)

To exercise your rights, please contact us at the email below.

Changes to This Policy

We may update this Privacy Policy from time to time. Updates will be posted on this page with a revised “Last Updated” date.

Contact Us

Veritas Financial Solutions

1640 E. Cypress Ave
Suite A
Redding, CA 96002

CA Insurance License #4195843

Email: jc@veritasfinancial.solutions

Last updated: 4 August 2025