Dana

Respects and Protects

Your Privacy.

We Do NOT Sell or Publish Your Personal Information.

Download the Dana Financial Planning Privacy Notice.

At Dana Financial Planning, protecting your data and privacy is our top priority. As of January 1, 2020, the California Consumer Privacy Act (CCPA) introduced the “Personal Information Form” as an additional measure to help safeguard your information. Under the California Consumer Privacy Act (CCPA), California residents can:

  • Request details on personal data collected, shared, or sold (We do NOT sell your data)

  • Request deletion of personal data

  • Opt out of future disclosures

  • Exercise rights without discrimination

    To submit your request, use the following form:

“Personal Information Form”

Still Have Unanswered Questions or Not Sure What to Ask?