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This privacy statement was last updated on April, 19th 2023, and applies to citizens and legal permanent residents of the United States.

In this privacy statement, we explain what we do with the data we obtain about you via We recommend you carefully read this statement. In our processing, we comply with the requirements of privacy legislation. That means, among other things, that:

  • we clearly state the purposes for which we process personal data. We do this by means of this privacy statement;
  • we aim to limit our collection of personal data to only the personal data required for legitimate purposes;
  • we first request your explicit consent to process your personal data in cases requiring your consent;
  • we take appropriate security measures to protect your personal data and also require this from parties that process personal data on our behalf;
  • we respect your right to access your personal data or have it corrected or deleted at your request.

If you have any questions or want to know exactly what data we keep of you, please contact us.

Purpose and categories of data

We may collect or receive personal information for a number of purposes connected with our business operations which may include the following: 

Contact – Through phone, mail, email, and/or webforms

The following categories of data are collected

  • A first and last name
  • A home or other physical address, including street name and name of a city or town
  • An email address
  • A telephone number
  • Financial information such as bank account number or credit card number
  • Internet activity information, including, but not limited to, browsing history, search history, and information regarding a consumer’s interaction with an Internet Web site, application, or advertisement

Disclosure Practices

We disclose personal information if we are required by law or by a court order, in response to a law enforcement agency, to the extent permitted under other provisions of law, to provide information, or for an investigation on a matter related to public safety.

If our website or organization is taken over, sold, or involved in a merger or acquisition, your details may be disclosed to our advisers and any prospective purchasers and will be passed on to the new owners.


We are committed to the security of personal data. We take appropriate security measures to limit abuse of and unauthorized access to personal data. This ensures that only the necessary persons have access to your data, that access to the data is protected, and that our security measures are regularly reviewed.

Companies with which we share client information are required to maintain the confidentiality of that information. In those states where privacy or consumer information laws are more restrictive than our privacy policy, we will restrict our sharing of your information to comply with state law.

Amendments to this privacy statement

We reserve the right to make amendments to this privacy statement. It is recommended that you consult this privacy statement regularly in order to be aware of any changes. In addition, we will actively inform you wherever possible.

Information from Minors

Our website is not designed to attract children and it is not our intent to collect personal data from children under the age of consent in their country of residence. We therefore request that children under the age of consent do not submit any personal data to us.

Specific Privacy Rights for California Residents

California residents are granted specific rights regarding access to personal information.

Who qualified as a California resident?

The California Code of Regulations defines a “resident” as:

  • every individual who is in the State of California for other than a temporary or transitory purpose and,
  • every individual who is domiciled in the State of California who is outside the State of California for a temporary or transitory purpose All other individuals are defined as “non-residents.”

In summary, California residents have the following privacy rights:

  • Right to Access – If you are a California resident, you have the right to request, up to two times each year, access to categories and specific pieces of personal information about you that we collect, use, disclose, and sell.
  • Right to Correct and Delete Inaccurate Personal Information – If you are a California resident, you have the right to request that we delete personal information that we collect from you, subject to applicable legal exceptions.
  • Right to Opt Out of Sale of Personal Information – If you are a California resident, you have the right to “opt out” of the “sale” of your “personal information” to “third parties” (as those terms are defined in the CCPA).
  • Right to Delete – If you are a California resident, you have a right to request the deletion of their personal information held by businesses and requires those businesses to comply with such requests, subject to certain exceptions.
  • Right Against Discrimination – against Californians who exercise their privacy right under the law.
  • Process to Make a CCPA Request – Making Access and Deletion Requests: To make an access or deletion request, please use the contact information provided below. Before completing your request, we may need to verify your identity. We will send you a link to verify your email address and may request additional documentation or information solely for the purpose of verifying your identity.
  • Instructions for Authorized Agents Making Access and Deletion Requests – You may also use an authorized agent to submit an access or deletion request on your behalf.  An authorized agent must have your signed permission to submit a request on your behalf or provide proof that they have power of attorney in accordance with California probate law. Authorized agents that are business entities must be registered with the California Secretary of State to conduct business in California. Before completing requests from authorized agents, we may contact you directly to confirm you’ve given your permission and/or to verify your identity.
  • Shine the Light Act – If you are a California resident, California Civil Code Section 1798.83 permits you to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year. If you are a California resident and would like to make such a request, please submit your request in writing to us using the contact information provided below.

Making Requests to “Opt Out” of the “sale” of “Personal Information”

Please note that WE DO NOT sell personal information and notice will be given if there is a change in this policy.

If there is such a change a policy wherein, we sell personal information, you maysubmit a request to opt out of the sale of your personal information, you may visit our “Do Not Sell My Personal Information” page which will automatically be added in our official website if there is a change in policy. You may also send an email to the contact information provided below to request the same.

Pure Financial Advisors, LLC is the legal business entity that is responsible for collecting, using, and sharing your personal information in accordance with this privacy policy. We may use your personal information to send you marketing communications about our products and services, including those marketed under our DBA name. We may also share your personal information with third-party service providers that assist us in our marketing efforts. You have the right to opt out of receiving marketing communications from us at any time by following the instructions provided in the communication. By using this website, you agree to be bound by these terms of service.

Contact Details

Pure Financial Advisors, LLC
3131 Camino Del Rio North, Suite 1550
San Diego, CA 92108
United States

Toll free phone number: (866) 876-7873