How Keepsake Financial Advisors collects, uses, and protects your information.
Last updated: January 1, 2026
This Privacy Policy explains how Keepsake Financial Advisors ("we," "us," "our") collects, uses, discloses, and safeguards information when you visit our website, contact our office, or sign up for our mobile text messaging program.
We may collect information you provide directly, including your name, email address, mailing address, phone number, and details you share about your financial goals or planning needs. We also collect limited technical information automatically, such as browser type, device information, and pages visited, through standard web analytics tools.
If you opt in to our text messaging program, we collect your mobile phone number and the fact of your consent. No mobile information collected in connection with this SMS program is shared with third parties or affiliates for their marketing or promotional purposes. Text opt-in data is used solely to deliver the messaging program you signed up for. You can withdraw consent at any time by replying STOP.
We use the information we collect to respond to inquiries, schedule and manage appointments, deliver requested communications and text messages, improve our website and services, and meet recordkeeping and compliance obligations applicable to registered investment advisers. Consent is collected separately for general account notifications and marketing text messages.
We do not sell, rent, or share your personal information with third-party marketers. We may share information with service providers who help us operate our business — such as scheduling, email, and SMS delivery platforms — under confidentiality obligations, or when required by law, regulation, or a valid legal process.
Our website may use cookies and similar technologies to understand how visitors use the site and to improve functionality. You can control cookies through your browser settings; disabling them may limit some site features.
We use reasonable administrative, technical, and physical safeguards designed to protect your information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
You may opt out of marketing emails using the unsubscribe link in any message, and opt out of text messages by replying STOP. You may request access to, correction of, or deletion of your personal information by contacting us using the details below, subject to our recordkeeping obligations as a registered investment adviser.
Our services are intended for adults and are not directed to individuals under 18. We do not knowingly collect personal information from children.
We may update this Privacy Policy from time to time. The "effective date" above reflects the most recent revision. Material changes will be posted on this page.
Keepsake Financial Advisors — 600 California St, San Francisco, CA 94108 — info@keepsakefa.com — (415) 792-0345