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Privacy Policy

This Privacy Policy supplements the general Privacy Policy of Silver Leaf Financial Management (“we,” “our,” or “us”) and applies solely to website visitors, users, and others who reside in the State of California. This notice is provided in accordance with the California Consumer Privacy Act (CCPA).

Information We Collect

We may collect the following information from you when you interact with our website, particularly through our contact form or when uploading a resume. We do not knowingly collect information from individuals under the age of 16.

Category                       Examples 

Identifiers                       Name, email address, IP address

Internet Activity            Browser type & version, pages visited, time spent on pages, operating system, browser extensions & plugins, referring page

User-Provided Data      Only information you include in messages or forms

How We Collect Information

We collect personal data directly when you:

  • Fill out our contact form or upload your resume
  • Interact with our website (via cookies and analytics tools)

How We Use Your Information

We never sell your personal information. We may use or disclose your personal information to:

  • Respond to your inquiries or application submissions
  • Communicate with you (e.g., respond to messages, send newsletters if opted in)
  • Comply with legal or regulatory obligations
  • Improve our website performance and content

Your CCPA Rights

As a California resident, you have the following rights:

Right to Know: Request details about the categories and specific personal information we’ve collected about you in the past 12 months.

Right to Delete: Request deletion of personal information we’ve collected, with some exceptions (e.g., legal obligations, fraud prevention).

Right to Opt-Out: We do NOT sell your personal data, so an opt-out mechanism is not required.

To view the entire CCPA here.

How to Exercise Your Rights

To make a request under the CCPA, please contact us using one of the methods below. We may need to verify your identity before fulfilling your request. Please describe your request with sufficient detail so we can understand and respond to it appropriately.

Email: hello@silverleaf-fm.com
Mailing Address: 1700 Soscol Ave. #24, Napa, CA 94559

Changes to This Privacy Policy

We reserve the right to update this policy as needed. All changes will be posted on this page with a revised “Last Updated” date. We encourage you to review this policy periodically.

Contact Us

If you have questions about this Privacy Policy or your personal data, please reach out to:

Silver Leaf Financial Management
hello@silverleaf-fm.com

Effective Date: June 9, 2025
Last Updated: June 27, 2025

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In the state of California, we operate under the business name of Silver Leaf Financial Management and Insurance Services. Investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. Supervisory office 6701 Koll Center Parkway, Suite 140, Pleasanton, CA 94566. Phone: 925-979-2300. Silver Leaf Financial Management is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. CRN202806-8605418


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