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