Privacy Policy

Effective Date: September 18, 2026
Last Updated: September 18, 2026

KP Wealth Advisors (“KP Wealth,” “we,” “us,” or “our”) respects your privacy and is committed to protecting the personal information you provide when visiting our website at kpwealthadvisors.com and interacting with our online services.

This Privacy Policy explains what information we may collect, how we use it, how it may be shared, and the choices you may have regarding your information.

1. Scope of This Privacy Policy

This Privacy Policy applies to information collected through kpwealthadvisors.com and related website features, including contact forms, newsletter subscriptions, scheduling links, website analytics, visitor identification technologies, and other online interactions.

This Privacy Policy primarily addresses information collected through our public website.

If you are an existing client, additional privacy notices may apply to information collected in connection with financial planning, investment advisory, brokerage, insurance, or other financial services. Those notices may include privacy notices provided by LPL Financial, custodians, insurance companies, or other financial institutions.

This Privacy Policy does not replace any privacy notice required under the Gramm-Leach-Bliley Act or other financial privacy laws.

2. Information We Collect

The information we collect depends on how you interact with our website.

Information You Provide to Us

We may collect information that you voluntarily provide, including:

  • Name
  • Email address
  • Telephone number
  • Information included in messages submitted through our contact forms
  • Newsletter subscription information
  • Information provided when scheduling a consultation
  • Other information you choose to provide when communicating with us

Please do not submit Social Security numbers, account numbers, passwords, login credentials, or other sensitive financial information through general website contact forms.

Information Collected Automatically

When you visit our website, we and our service providers may automatically collect certain technical and usage information, including:

  • Internet Protocol address
  • Browser type
  • Device type
  • Operating system
  • Pages viewed
  • Links clicked
  • Referring website or source
  • Approximate geographic location based on IP address
  • Date and time of visits
  • Time spent on pages
  • Website navigation and interaction information
  • Advertising or campaign information contained in URLs
  • Cookie identifiers and similar online identifiers

We may use cookies, pixels, scripts, local storage, web beacons, and similar technologies to collect this information.

3. Website Visitor Identification Technology

We may use third-party visitor identification and website intelligence services, including FINNY AI and technology provided by Vector, to better understand how visitors interact with our website.

These technologies may collect information regarding website visits, including pages viewed, visit timing, referral information, campaign information, IP address, device or browser information, and other technical information associated with a website session.

In certain circumstances, these providers may use information available from a website session together with information obtained from other sources to attempt to associate website activity with a known individual, professional contact, business, or organization.

When a visitor voluntarily provides identifying information, such as through a contact form, that information may also be used to associate website activity with that individual.

Not every website visitor can or will be identified.

Information collected through these technologies may be used to:

  • Understand website engagement
  • Identify prospective clients or businesses that may be interested in our services
  • Improve our website and marketing efforts
  • Measure the effectiveness of marketing campaigns
  • Follow up with individuals who have expressed or demonstrated interest in our services
  • Create or improve audience segments for marketing purposes

Depending on your location, use of this technology may be subject to consent requirements or privacy rights described below.

4. Cookies and Similar Technologies

Our website and our service providers may use cookies, pixels, web beacons, scripts, and similar technologies.

These technologies may be used for purposes such as:

Essential Technologies

These technologies help operate the website, provide security, maintain website functionality, or support features you request.

Analytics Technologies

These technologies help us understand how visitors interact with our website, including which pages are visited and how users navigate the site.

Marketing and Visitor Identification Technologies

These technologies may help us understand who is engaging with our website, measure marketing performance, identify prospective clients, or provide more relevant communications.

Where required by applicable law, we may obtain consent before activating non-essential tracking or visitor identification technologies.

You may also be able to control cookies through your browser settings or through any privacy or cookie preference tools made available on our website.

Disabling certain technologies may affect website functionality.

5. How We Use Information

We may use personal information for purposes including:

  • Responding to inquiries
  • Scheduling consultations
  • Providing requested information
  • Communicating with prospective and existing clients
  • Sending newsletters or educational content you have requested
  • Understanding website usage
  • Improving our website, services, and user experience
  • Measuring marketing effectiveness
  • Identifying potential interest in our services
  • Maintaining website security
  • Preventing fraud or misuse
  • Complying with legal and regulatory obligations
  • Maintaining records required by law or regulation
  • Establishing, exercising, or defending legal rights

We may also use information in aggregated or de-identified form for legitimate business purposes.

6. Email and Marketing Communications

If you subscribe to our newsletter, request information, or otherwise provide us with your contact information, we may send you communications related to KP Wealth Advisors and our services.

You may unsubscribe from marketing emails at any time by using the unsubscribe instructions included in the communication.

You may still receive non-marketing communications when necessary to respond to your request, provide services, meet regulatory obligations, or maintain an existing relationship.

7. How We Disclose Information

We may disclose information to third parties that assist us in operating our business and website.

These may include:

  • Website hosting and technology providers
  • Website analytics providers
  • FINNY AI
  • Vector and related website intelligence providers
  • Email and newsletter providers
  • Scheduling and communication providers
  • Customer relationship management systems
  • Marketing and advertising providers
  • Cybersecurity and fraud prevention providers
  • Professional advisors
  • Regulatory authorities or law enforcement when legally required

We may also disclose information when necessary to comply with applicable laws, regulations, subpoenas, court orders, regulatory requests, or other legal processes.

We may disclose information in connection with a merger, acquisition, sale, restructuring, or other transfer involving all or part of our business.

Some disclosures involving analytics, advertising, or visitor identification technologies may be considered a “sale,” “sharing,” or use for targeted advertising under certain state privacy laws, even when no money is exchanged. Where applicable, we provide consumers with rights regarding these activities.

8. LPL Financial and Other Financial Service Providers

Securities and advisory services associated with KP Wealth Advisors may be provided through LPL Financial or other regulated financial service providers.

Information you provide directly to LPL Financial, a custodian, insurance provider, financial institution, client portal provider, or another third-party financial service provider is subject to that provider’s applicable privacy notices and policies.

Their privacy practices may differ from those described in this Privacy Policy.

Existing clients should review all applicable financial privacy notices they receive in connection with their accounts and financial services.

9. Client Portal and Sensitive Financial Information

Our website may provide access to a client portal or links to other secure financial platforms.

Information transmitted through a secure client platform may be governed by additional privacy policies, security procedures, and financial privacy notices.

For your protection, do not send confidential financial information through unsecured contact forms or ordinary email unless specifically instructed to do so through an approved secure method.

10. Third-Party Websites and Services

Our website may contain links to websites, social media platforms, maps, scheduling services, client portals, or other services operated by third parties.

We are not responsible for the privacy, security, or content practices of third-party websites.

We encourage you to review the privacy policy of any third-party service before providing personal information.

11. Data Retention

We retain personal information for as long as reasonably necessary to fulfill the purposes described in this Privacy Policy, comply with legal or regulatory obligations, maintain appropriate business records, resolve disputes, and enforce agreements.

Because KP Wealth Advisors operates in the financial services industry, certain information may be subject to regulatory recordkeeping requirements that require information to be retained for specific periods.

12. Data Security

We use reasonable administrative, technical, and organizational safeguards intended to protect personal information against unauthorized access, disclosure, alteration, loss, or misuse.

However, no website, internet transmission, electronic communication, or information storage system can be guaranteed to be completely secure.

You are responsible for protecting any passwords, login credentials, and devices used to access secure services.

13. Your Privacy Rights

Depending on where you reside, applicable privacy laws may provide you with certain rights regarding your personal information.

These rights may include the ability to:

  • Request access to personal information we maintain about you
  • Request correction of inaccurate information
  • Request deletion of certain personal information
  • Request information about categories of personal information collected or disclosed
  • Obtain a copy of certain personal information
  • Opt out of certain uses of personal information for targeted advertising
  • Opt out of the sale or sharing of personal information where those terms apply under applicable law
  • Limit certain uses of sensitive personal information
  • Appeal a decision relating to a privacy request
  • Exercise your privacy rights without unlawful discrimination

These rights are subject to applicable exceptions and limitations.

To submit a privacy request, contact us using the information provided in the “Contact Us” section below.

We may need to verify your identity before processing certain requests.

14. California Privacy Rights

California residents may have additional rights under California privacy law.

Where applicable, these rights may include rights to know, access, correct, or delete personal information and rights to opt out of certain sales or sharing of personal information.

Certain information collected or processed in connection with providing financial products or services may be exempt from portions of California privacy law when it is subject to federal financial privacy laws such as the Gramm-Leach-Bliley Act.

Website visitor and marketing information may be treated differently from information collected in connection with an existing financial services relationship.

Where required by applicable law, we will honor recognized opt-out preference signals, such as Global Privacy Control, for the browser or device from which the signal is received.

15. Do Not Track

Some browsers offer a “Do Not Track” setting.

There is currently no universally accepted standard for how websites should respond to Do Not Track signals. Our website may not respond to traditional Do Not Track signals.

Where applicable law requires us to recognize other privacy preference signals, including Global Privacy Control, we will process those signals as required.

16. Children’s Privacy

Our website and services are intended for adults.

We do not knowingly collect personal information through the website from children under 13 years of age. If we learn that personal information from a child under 13 has been collected through the website without appropriate authorization, we will take reasonable steps to delete it.

17. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our business, website technology, service providers, legal requirements, or privacy practices.

When we make changes, we will update the “Last Updated” date at the top of this Privacy Policy.

We encourage you to review this Privacy Policy periodically.

18. Contact Us

If you have questions about this Privacy Policy or would like to submit a privacy request, please contact:

KP Wealth Advisors
1081 Camino del Rio S
San Diego, CA 92108

Email: hello@kpwealthadvisors.com
Phone: 760-205-3669