An educated Advisor you can count on

West Coast Phone: 949-226-8342
East Coast Phone: 732-226-3113


Portnoff Financial LLC

Website Privacy Notice

Website Privacy Policy
Posted: December 2017

This website privacy notice discloses the privacy practices for Portnoff Financial LLC (“PF” or “we”) and our website; This privacy notice applies solely to information collected by this website, except where stated otherwise. It will notify you of the following:

What information we collect, with whom it is shared, how it can be corrected, how it is secured, how policy changes will be communicated, and how to address concerns over misuse of personal data.

Please carefully read this Website Privacy Policy before using our website,, and any related PF webpages or mobile sites.  If you do not agree with our policies and practices, please do not to use our website.



Contact Information
Scope of this Website Privacy Policy
Information We Collect
Cookies and Online Tracking Technologies
How We Use the Information We Collect
Sharing Your Information
Opt-out Procedures
Information Security
Accessing and Correcting Your Information
Your California Privacy Rights
Transfer of Information to the United States
Information About Children
Links to Other Materials
Changes to Our Website Privacy Policy



Should you have any questions about our website or this Website Privacy Policy, please contact us at:

Portnoff Financial LLC
ATTN: Jeremy Portnoff



This policy applies to information you may provide:

–   On this website ( and related PF webpages (the “Site”).
–   In email, text, and other electronic messages between you and the Site.

It does not apply to information you provide to:

–   Us offline or through any other means, including on any other website operated by any third party (including our affiliates and subsidiaries); or
–   Any third party (including our affiliates and subsidiaries), including through any application or content that may link to or be accessible from or on the Site.

If you are currently a client, or become a client of PF, we will provide you with the PF Client Privacy Policy, and such policy will apply to your use of the Site and the financial services that we provide to you. To the extent there is a conflict between the PF Client Privacy Policy and this Website Privacy Policy, the PF Client Privacy Policy shall control.



We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

As you use the Site, you may choose to provide certain information, including but not limited to your name, email address, postal address, and telephone number. Such information is provided voluntarily by you. In general, you can visit the Site without telling us who you are or revealing any personal information about yourself. We will use your information to respond to you, regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g., to receive a newsletter or document.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

If you are a current client, or become a client of PF, we will ask you for additional information to enable the Client Login services available on the Site.  Such information may include without limitation, your name, birthdate, mailing and billing address, zip code, social security number, phone number, email address, bank account information, and other financial data.

Additionally, PF and our partners may use automatic data collection technologies such as cookies to collect non-personally identifiable information when you visit the Site, including but not limited to the type of browser you are using, the type of operating system you are using, your IP address, aggregate data about the number of visits to the Site, and aggregate data about the pages visited, but in doing so we do not connect this information with your personal information such as your name or email address to personally identify you. For more information, please see the following section.

If you choose to take advantage any of the “Contact Us” options available on the Site to contact us via email, we recommend that you do not include any personally identifiable information in the message box.  This function is not set up to encrypt data, and is therefore not a secure method of providing confidential information to us.



Like many websites, PF uses cookies and other tracking technologies to collect general, non-personally identifiable information about Site visitors. A cookie is a small file placed on the hard drive of your computer. PF uses cookies and other tracking technologies in order to improve the Site by providing aggregate information on the number of visitors and usage patterns and allowing us to recognize you when you revisit the Site to provide you with customized information and to remember your preferences.

PF does not collect user personally identifiable information over time or across third-party websites, and we do not permit third parties to gather information passively on the Site for behavioral advertising purposes.

You can control many tracking tools, including cookies, from your browser. In particular, you may refuse to accept browser cookies by activating the appropriate setting on your browser. However, if you select this setting you may be unable to access certain parts of the Site. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you direct your browser to the Site.

Additionally, some internet browsers have a ‘do not track’ feature that lets you tell websites that you do not want to have your online activities tracked. These features are not yet uniform, so we are currently not set up to respond to such signals.



We use information that we collect about you or that you provide to us, including any personal information:

To provide you with information that you request from us.
To provide you with notices about communications with us.
To carry out our obligations and enforce our rights arising out of your use of this Site.
To present the Site and its contents to you.
To notify you about changes to the Site or any products or services we offer or provide through it.
To allow you to participate in interactive features on the Site.
In any other way we may describe when you provide the information.
To fulfill any other purpose for which you provide it.
For any other purpose with your consent.

We may also use the information you provide to us to contact you about PF services, as well as, products and services from our business partners that may be of interest to you. If you do not want us to use your information in this way, please let us know in writing via the contact information provided above.



PF does not sell, trade, or disclose your personal information to third parties except as set forth herein.

We will only disclose information that we collect, or you provide, as described in this Website Privacy Policy:

To contractors, service providers, and other third parties we use to support our business and who are bound by contractual obligations to keep personal information confidential and use it only for the purposes for which we disclose it to them.

To a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some, or all, of PF’s assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which personal information held by PF about the Site users is among the assets transferred.

To fulfill the purpose for which you provide it.

For any other purpose disclosed by us when you provide the information.

With your consent.

We may also disclose your personal information:

To comply with any court order, law, or legal process, including to respond to any government or regulatory request.

To enforce or apply our Terms of Use and other agreements, including for billing and collection purposes.

If we believe disclosure is necessary or appropriate to protect the rights, property, or safety of PF, our clients, or others.
We may disclose aggregated, non-personal information about the Site users without restriction.



If you do not wish to have your contact information used by PF to promote services of PF, you can opt out by letting us know in writing via the contact information provided above.



PF has implemented security measures to help protect against the risk of loss, misuse, and alteration of sensitive information that you provide.  Nevertheless, such security measures may not prevent all loss, misuse, or alteration of information on the Site, and PF is not responsible for any damages or liabilities relating to any such security failures. By using the Site, you understand that there is a risk that data and communications, including email and other electronic communications, may be accessed by unauthorized third parties. The foregoing does not affect any liability that cannot be excluded or limited under applicable law.



If your personal information changes, you may correct, update, amend, delete/remove by sending us an email at We will respond to your request within a reasonable timeframe. You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:
See what data we have about you, if any.
Change/correct any data we have about you.
Have us delete any data we have about you.
Express any concern you have about our use of your data.



Under California law, a California resident with whom PF has an established relationship has the right to request certain information with respect to any personal information PF may have shared with third parties for their direct marketing purposes, and the identities of those third parties, within the immediately preceding calendar year, subject to certain exceptions. In response to a written request, PF is allowed to provide a cost-free means to opt out of such sharing.

Since PF does not provide your personal information to third parties for their direct marketing purposes, it is not necessary for us to establish this procedure; however, if you do not want PF to use your personal information to promote our services please notify us in writing via the contact information provided above.



The Site is operated in the United States and is intended for users located in the United States. If you are located outside the United States, please be aware that information we collect, including personal information, may be transferred to, processed, and stored in the United States. By using the Site or providing us with any information, you consent to the transfer, processing, and storage of your information in the United States. You are also consenting to the application of United States federal and California state law in all matters concerning the Site and this Website Privacy Policy.



The Site is not directed to children under the age of 18 years. By using the Site, you represent and warrant that you are at least 18 years old.



This web site contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Websites linked to and from the Site are not under the control of PF and PF shall have no responsibility or liability for the content or privacy practices of any such linked site or any link or linking program at any time. If you click on a link on the Site and link to a third party’s website, then this Website Privacy Policy will not apply to your personally identifiable information collected on that third party’s website and you must read the privacy policy on that website to see how your information will be handled.



You may not assign this Agreement or any of your rights or obligations hereunder without the prior written consent of the PF. PF may assign this Agreement or any of its rights or obligations hereunder in PF’s discretion.



PF reserves the right to change, modify, or amend this Website Privacy Policy at any time without notice. When the Website Privacy Policy is changed, modified or amended, the revised Website Privacy Policy will be posted on the Site. Users are responsible for periodically checking the Website Privacy Policy available on the Site for updates. Continued use of the Site following any changes or modifications shall be deemed as your acceptance of any changes in the terms of the Website Privacy Policy.