Privacy Policy

Our Commitment to Privacy

At Oakfin Wealth Management, LLC ("Oakfin," "we," "us," or "our"), protecting your privacy is fundamental to how we operate. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information.

Information We Collect

We collect information you provide directly to us, including:

• Personal identification: Name, address, email, phone number, date of birth, Social Security number
• Financial information: Income, net worth, investment objectives, risk tolerance, account balances, tax information
• Employment information: Employer, occupation, compensation details
• Account credentials: Username, password, security questions

We also automatically collect certain information when you use our website, including IP address, browser type, device information, and usage data through cookies and similar technologies.

How We Use Your Information

We use your personal information to:

• Provide and manage our investment advisory services
• Process transactions and maintain your accounts
• Communicate with you about your accounts and our services
• Comply with legal and regulatory requirements
• Detect and prevent fraud or unauthorized activity
• Improve our website and services
• Send you marketing communications (with your consent)

Information Sharing

We do not sell your personal information. We may share your information with:

• Service providers: Third parties who perform services on our behalf, such as custodians, technology providers, and auditors
• Affiliated companies: Companies related to Oakfin by common ownership
• Regulatory authorities: Government agencies and regulators as required by law
• Legal processes: In response to subpoenas, court orders, or legal proceedings

Data Security

We implement industry-standard security measures to protect your personal information, including:

• Encryption of data in transit and at rest
• Multi-factor authentication
• Regular security assessments and audits
• Employee training on data protection
• Physical security controls at our facilities

Your Rights and Choices

You have the right to:

• Access and receive a copy of your personal information
• Correct inaccurate or incomplete information
• Request deletion of your personal information (subject to legal requirements)
• Opt out of marketing communications
• Disable cookies through your browser settings

California Privacy Rights

California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we collect, the right to delete personal information, and the right to opt out of the sale of personal information. We do not sell personal information.

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your experience on our website. You can control cookies through your browser settings, but disabling cookies may affect the functionality of our website.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations. When your information is no longer needed, we securely dispose of it in accordance with our data retention policies.

Children's Privacy

Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on our website and updating the "Last updated" date.

Contact Us

If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us at privacy@oakfin.net.