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Legal

Privacy Policy

How Cornerstone Financial Partners collects, uses, and protects your information.

Template for review. This page is a starting point. Please have your compliance team and legal counsel review and finalize it before publishing.

Information we collect

We collect information you choose to provide, for example, when you complete a contact form or email us, such as your name, email address, phone number, and the details of your inquiry. We may also automatically collect limited technical information, such as your browser type and how you use the site, through cookies and similar technologies.

How we use your information

We use your information to respond to your inquiries, provide the products and services you request, improve our website, and meet our legal and regulatory obligations.

How we share information

We may share information with service providers who support our business, and with Ameritas Investment Company, LLC and Ameritas Advisory Services, LLC as needed to provide securities and advisory services. We may also disclose information when required by law or regulation. We do not sell your personal information.

Your choices & California rights

California residents have rights under the California Consumer Privacy Act (CCPA), including the right to direct us not to sell personal information. You can exercise this right here: Do not sell my personal information.

Data security

We take protecting your data and privacy seriously and maintain reasonable safeguards designed to protect the information in our care.

Changes to this policy

We may update this policy from time to time. Material changes will be reflected on this page.

Contact us

Questions? Call 702.982.8200 or email cfpservice@cfppartners.com.