McCune Whiteley Wealth Management
California Privacy Rights

Personal Information Request

California residents may use this form to exercise their rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). Requests are processed within 45 days.

Your CCPA Rights

1

Right to Opt Out of Sale or Sharing

You have the right to direct us not to sell or share your personal information with third parties for cross-context behavioral advertising.

2

Right to Know (Access)

You have the right to request that we disclose what personal information we collect, use, disclose, and sell about you, including the categories and specific pieces of information.

3

Right to Delete

You have the right to request that we delete personal information we have collected about you, subject to certain exceptions required by law.

Note: Certain information may be exempt from these requests under the Gramm-Leach-Bliley Act (GLBA) and other applicable financial privacy laws. Our privacy notice provided at account opening describes our data practices in detail.

Submit a Request

All fields marked * are required.

California Residency *
Type of Request * (select all that apply)
Authorized Agent (optional)

By submitting this form, you are initiating a privacy rights request under CCPA/CPRA. We will verify your identity before fulfilling any access or deletion request. We do not discriminate against consumers who exercise their privacy rights.

Verification & Response

To protect your privacy, we are required to verify your identity before fulfilling access or deletion requests. We will contact you at the email address you provide to complete verification. We will respond to your request within 45 days. If we require additional time (up to 90 days total), we will notify you in writing.

Alternate Contact Methods

If you prefer not to use this form, you may also submit a request by: