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Privacy Policy

At Advanced Financial Designs, we are committed to protecting your privacy. We use the information we collect about you to design your financial plan only, or provide educational material. Please read on for more details about our privacy policy.

Triangle_red What information do we collect?

Advanced Financial Designs collects from you the necessary information to provide comprehensive financial planning, asset management and tax preparation services based on your needs. When you set up an account, we need to know your name, e-mail address, phone number, mailing address and any details of your current financial portfolio necessary to assist you with your financial plan.

Triangle_red How do we use it?

We use the information to complete any planning, asset management or tax preparation. If we help you with investments, an investment advisory agreement is signed with Advanced Financial Designs and a custody account is opened at a brokerage firm in your name. This authorizes AFD to implement transactions on your behalf. AFD does not assume custody of your funds or securities.

Triangle_red Will we disclose the information to outside parties?

Advanced Financial Designs does not sell, trade, or rent your personal information to others. This information is for our private records only. We restrict access to your personal and account information to those employees who need to know that information to provide products or services to you.

Triangle_red Is my portfolio information available to the public on your website?

No. Information in your financial portfolio is available only through a password-protected area, but is not available for anyone else to look at. Clients also receive monthly and quarterly statements as well as a quarterly newsletter by email.

Triangle_red Did we answer all your questions?

We hope we have. If you have additional questions or wish to further discuss details of our privacy policy, please feel free to contact us.

Cleardot Cleardot
Advanced Financial Designs - Email: Fern@afdadvisors.com
182 Howard St. #410 San Francisco,, CA 94105-1611
Phone 415-819-3065
Copyright 2006 © afdadvisors.com | Privacy Policy

Nothing on this website shall be construed as a solicitation of business in any state in which AFD Advisors/Fern Alix LaRocca is not registered. No business will be conducted with any individual in a state unless AFD Advisors/Fern Alix LaRocca is registered or exempted from registering.