Privacy Policy

Noto Financial Planning (NFP) values your privacy, and is committed to safeguarding the confidential information of all current, former, and potential clients. As such, all personal information provided to our firm is held in the strictest confidence. These records include personal information we collect from you in connection with any services or potential services provided by NFP.

We use contact information to correspond directly with you and do not share this information with anyone. The information you provide for financial planning services are restricted from access by unauthorized persons. If we were to anticipate a change in firm policy, we will take no action without your prior approval.

If you have any questions concerning this policy, please contact us.