Privacy Policy

Our Commitment to Privacy

Echo Wealth Planning (“Echo Wealth Planning,” “we,” “our,” or “us”) is committed to protecting the confidentiality and security of your personal information. We respect your privacy rights and provide this notice to explain how we collect, use, and protect your information when you interact with us, our website, or our services.

Online Privacy Statement

This statement applies when you visit any website or mobile application owned or operated by Echo Wealth Planning. It describes the types of information we collect, how we use it, and your rights regarding that information.

Information We Collect

We may collect the following types of information when you engage with our firm or website:

Personal Information: Name, phone number, email address, mailing address, and other details you provide through forms or communications.
Financial Information: Information you voluntarily share related to your financial goals, accounts, or assets in the context of financial planning services.
Technical Information: IP address, browser type, and website usage data collected automatically through cookies or analytics tools to improve your online experience.

How We Use Your Information

We may use your information for the following purposes:

To provide financial planning and advisory services
To schedule and manage appointments or consultations
To respond to your inquiries or requests
To send updates, confirmations, and communications you have opted into
To comply with legal or regulatory obligations

We will not sell or rent your personal information to any third party for marketing purposes.

Customer Privacy Notices

These notices apply when you are a prospect or client of Echo Wealth Planning. We handle your personal information with the highest degree of confidentiality and only share it with authorized service providers as needed to deliver our services (such as compliance partners, technology vendors, or communications providers).

Your Choices and Rights

Opt-In and Opt-Out: By providing your contact information, you consent to receive communications from Echo Wealth Planning. You may opt out at any time by replying “STOP” to text messages or contacting us directly.
Access and Correction: You may request access to the personal data we hold about you and request corrections or updates.
Data Retention: We retain your information only as long as necessary to fulfill the purposes described above or as required by law.

Cookies and Tracking Technologies

Our website may use cookies or similar technologies to enhance your browsing experience and analyze website usage. You may disable cookies in your browser settings, but doing so may affect the functionality of the site.

California Privacy Rights

If you are a California resident, you may have additional rights under state law, including the right to request access to or deletion of your personal information.

To exercise these rights, please contact us using the details below.

Data Security

We maintain appropriate administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction.