Wealth management, money management, asset management, investment, Financial planning, retirement planner, Registered Investment advisor, Independent advisor, 401(k), Retirement distribution, Wealth, Los Angeles, investing, Los Angeles, Los Angeles, Retirement Specialist, Fee-based, fee-only advisor, Money, finances, capital, retire, college, stocks, bonds, mutual funds, exchange, trading, traded, RIA, IRA, CFA, CFP, CFS, senior consultant, consultant, life planner, Variable annuity, income specialist, tax-deferred annuities, tax-deferred investments, tax-shelters, hedge fund, asset protection, 403, annuity tax-free, tax-free, tax planning, Heath Biddlecome, Stella Walz, Rita Saputra, Anthony Arefian, 6101 W. Centinela Avenue, Suite 335, LA, California, Certified Financial Planner, FPALA, Financial Planning Association, Charles Schwab Institutional, Fidelity, Goldman Sachs, Datalynx, Russell Group, TD Waterhouse, Hewitt Associaties.
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At IFC Advisory, we respect our clients' right to privacy. We hold in strict confidence all personal information that we collect from you in connection with the services we provide. We do not disclose your personal information to nonaffiliated third parties, except as permitted by law. Below, please find our policy regarding personal information about you:
  • We limit employee and affiliate access to information only to those who have a business or professional reason for knowing, and to nonaffiliated parties by law.
    (For example, federal regulations permit us to share a limited amount of information about you with a brokerage firm in order to execute securities transactions on your behalf, in order for us to discuss your financial situation with your accountant or lawyer.)

  • We ask unaffiliated third parties that are permitted access to your personal information to also maintain strict standards of privacy and not to share any nonpublic personal information obtained from us for unrelated purposes.

  • The nonpublic personal information that we collect from you depends upon the scope of our services with you. It may include information about your personal finances and information about your health to the extent that it is needed for the planning process.

  • We maintain a secure office environment to protect your information from unreasonable risk.

  • Federal and state regulators may review firm records as permitted under law.

  • We do not provide your personally identifiable information to mailing list vendors or solicitors for any purposes.

  • Personally identifiable information about you will be maintained by us during the time
    you are a client and for at least the time period thereafter that such records are required to be maintained by federal and state securities laws

  Southern California Office Central California Office  
  6101 W. Centinela Avenue
Suite 335
Culver City, CA 90230
Tel: (800) 632-2463
e-mail: info@ifcadvisory.com		 2125 S. Broadway
Suite 110
Santa Maria, CA 93454
Tel: (805) 346-2989