Privacy Policy
Last updated: 2026. This policy applies to the Virtuity Financial Partners website.
Virtuity Financial Partners (“Virtuity,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect through this website, how we use it, and the choices you have.
Information we collect
- Information you provide. When you contact us, request information, or ask to connect with an agent, we may collect your name, email address, phone number, and any details you choose to share.
- Information collected automatically. Like most websites, we may collect standard technical information such as your browser type, device, and pages viewed, to help us understand how the site is used.
How we use your information
- To respond to your inquiries and connect you with a licensed agent.
- To provide information about our services and events you request.
- To operate, maintain, and improve this website.
- To comply with applicable laws and regulatory obligations.
How we share your information
We do not sell your personal information. We may share the information you provide with our licensed agents so they can respond to you, with service providers who help us operate this website, and with our affiliated insurance agency where appropriate to provide the products and services you request. We may also disclose information when required by law.
Text messages (SMS)
Virtuity financial professionals send text messages (appointment reminders, meeting confirmations, follow-ups about your financial review, and occasional greetings) only to people who have opted in: on our text message consent page or by agreeing verbally when a financial professional reads our consent script (recorded with the date and time). If you opt out, you can re-subscribe by replying START. Message frequency varies. Msg & data rates may apply. Reply STOP to any text to opt out (you will receive one confirmation text, and no further messages will be sent), or HELP for help. Consent is not a condition of purchase.
Your mobile information will not be sold or shared with third parties or affiliates for marketing or promotional purposes. Text messaging consent and phone numbers are not shared with anyone for marketing. For details, see our SMS Privacy Policy, or opt in on our text message consent page.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
Cookies and analytics
This website may use cookies and similar technologies to remember your preferences and measure site usage. Most browsers let you control or disable cookies through their settings.
Your California privacy rights
If you are a California resident, you may have additional rights regarding your personal information under California law, including the right to know what personal information we collect and to request its deletion. To exercise these rights, contact us using the details below. We will not discriminate against you for exercising your rights.
Children’s privacy
This website is intended for adults. We do not knowingly collect personal information from children under 13.
Changes to this policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated date.
Contact us
Questions about this Privacy Policy? Contact us, or write to us at 515 Marin St., PH 408, Thousand Oaks, CA 91360.