Celebrating 25 years of excellence

Privacy Notice

Privacy Notice

Thank you for reviewing our privacy commitment to you. Your privacy is important to us. Your personal information is kept secure. Under federal law, you have a right to know what information is being collected about you and how that information will be used.

We collect non-public personal information about you from the following sources:
  • Information we receive from you on applications or other forms;
  • Information about your transactions with us;
  • Information that you specifically have had your other professional advisors forward to us.

We do not disclose any non-public personal information about our customers or former customers to anyone, except as permitted or required by law, or as directed by you - our customer:
  • Under the law, the information we collect is provided to companies that perform support services on our behalf as necessary to effect, administer, or process a transaction, or for maintaining and servicing your account.
  • As directed by you, we will be working with your other professional advisors and we will provide information in our possession that is reasonably requested by the other advisors.

We do not give or sell information about you or your accounts to any other company, individual or group.

We restrict access to non-public personal information about you to those employees who need to know that information to provide products or services to you. We maintain physical, administrative, and technical procedural safeguards to protect your non-public personal information.

You do not need to call or do anything as a result of this notice. It is meant to inform you of how we safeguard your non-public personal information.

Please feel free to contact our office with questions or anything else we may assist with, thank you.

The Kocen Financial Group, Inc.
35-900 Bob Hope Drive, Suite 202 Rancho Mirage, California 92270
Main (760) 324-4015 • Fax (760) 324-4301 • bryan@kfginc.com
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