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  • Legal

California Consumer Privacy Act

Notice of Collection — California Residents

California Consumer Privacy Act of 2018

Last Update: May 31, 2024


This Notice of Collection for California Residents (“Notice”), which is provided by Cerity Partners LLC, and its subsidiaries Cerity Partners Retirement Plan Advisors LLC, Sage Advisors LLC, CP Risk Management Services LLC, PMOF Holdings LLC, and Cerity Partners OCIO LLC (together “Cerity Partners”, “we” or “our”) pursuant to the California Consumer Privacy Act of 2018 (“CCPA”), applies to the Personal Information of California residents (“consumer,” “you,” or “your”) collected by Cerity Partners in connection with the services we provide to you. If you reside outside the State of California, this Notice does not apply to you. Capitalized terms have the meaning set forth in this Notice or the CCPA, as applicable.

A. Categories of Personal Information Collected

Cerity Partners collects or has collected the following Categories of Personal Information from or about you in connection with the potential or actual services you receive from Cerity Partners.

  • Identifiers: A real name, postal address, unique personal identifier, online identifier, IP address, email address, account name, Social Security number, driver’s license number, passport number, or other similar identifiers.
  • Categories of Personal Information Listed in Cal. Civ. Code § 1798.80(e)): A name, signature, Social Security number, address, telephone number, passport number, driver’s license or state identification card number, insurance policy number, education, employment, employment history, bank account number, or any other financial information. Some Personal Information included in this category may overlap with other categories.
  • Protected classification characteristics under California or federal law: Age (40 years or older), citizenship, marital status, sex (including gender), veteran or military status.
  • Commercial Information: Records of products or services purchased, obtained, or considered, or other purchasing or consuming histories or tendencies.
  • Internet or other similar network activity: Browsing history, search history, information on a consumer’s interaction with a website, application, or advertisement.
  • Audio, electronic, visual, or similar information.
  • Professional or employment-related information: Current or past job history or performance evaluations.
  • Non-public education information: Education records directly related to a student maintained by an educational institution or party acting on its behalf.
  • Inferences: Inferences drawn from any of the information identified above to create a profile about a potential investor.

B. Business Purpose

We collect each category of your Personal Information listed above for the following business or commercial purposes: (i) to conduct our business, including providing our services, where necessary, in order to assist us in verifying your identity, (ii) to fulfill and respond to your inquiries and requests, and to otherwise carry out the purposes for which you provided the information, (iii) for distribution of our marketing materials, (iv) to help maintain the safety, security, and integrity of our business, including all systems and services, and (v) to establish customer relationships and to communicate with customers.

C. Additional Business Purposes

We may also use or disclose any Category of Personal Information for one or more of these additional Business Purposes: (i) compliance with applicable laws, judicial or administrative orders, and responding to law enforcement requests; (ii) restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, where Personal Information is transferred; and (iii) exercise of our legal rights and protection of our interests in connection with any claim, action or proceeding brought by or against us.

D. Contact

For additional information relating to the collection and processing of your Personal Information, please review our CCPA Notice to California Residents. If you have any other questions or comments please contact us by email at [email protected] or by phone at 1-866-906-0929.


If you are a California resident, you have certain rights with regard to how we handle your personal information depending on where you are. Fill out the form below to exercise your privacy rights.

Agents

If you are an agent submitting a request on behalf of a California resident (“consumer”), please complete this form, print out a copy, and email the form along with your power of attorney or notarized authorization from the consumer to us at [email protected]. We may contact the consumer to verify your authority and/or to authenticate the consumer.

We will send an acknowledgment within ten (10) days of receiving your request. If you do not receive confirmation of your request, please resubmit your form or contact us. After verifying your identity, we will process your request. If you have requested a copy of your information, we will provide that data via email. Access and deletion requests may take up to 45 days to process.

Visit our CCPA Privacy Policy to learn more about your specific data rights as a California resident.

For additional information about how we get, use, and protect your data, please view Cerity Partners’ Privacy Policy.


 

Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

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Register Now: Q2 2025 Economic & Market Outlook Webinar

May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.

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Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

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Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through…

  • General inquiries: click here
  • Institutions and non-profits: click here
  • Corporations: click here

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

Get Cerity Partners Insights in Your Inbox

By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.

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Your Introduction to a Trusted Financial Partner Awaits

Our Concierge Program offers a simple, personalized approach to finding your ideal financial advisor.

Schedule your complimentary 30-minute discovery call so we can understand your unique financial and life goals and match you with the advisor most well suited to help.

Dustin Ribergaard's headshot

Dustin Ribergaard

Lead Concierge

Find your ideal financial advisor with our personalized Concierge Program.

Schedule a complimentary discovery call now:

Book Time Online Now

Where are your liquid assets held?

Book your meeting

This 30-minute call with me is designed to better understand your unique financial and life goals and match you with the advisor most well suited to help.

Looking forward to
speaking with you!

Dustin Ribergaard

Lead Concierge

Dustin Ribergaard's headshot

Thank you for your interest

Thank you for your interest in our financial services. We appreciate the opportunity to connect and learn about your financial goals. A representative will be in touch to discuss your financial needs.

Thank you for booking a meeting with us!

We look forward to connecting with you soon.

Here are some valuable insights to read before your meeting

blog image background

Register Now: Q2 2025 Economic & Market Outlook Webinar

May 6, 2025 - Join our Investment Office for a timely webinar exploring recent market volatility, economic uncertainty, and what it means for investors.

blog image background

Paul Chmielewski

Partner

Estate Planning

10 Ways to Protect the Wealth You Have Built 

May 2, 2025 - Regardless of wealth level, everyone's assets are at risk, and it is critical to put together a plan to safeguard them. Learn 10 ways to…

blog image background

Ben Pace

Partner & Chief Investment Officer

Economic and Market Outlooks

What’s On Our Minds This Week

May 13, 2025 - Falling oil prices amid ongoing trade tensions and recession fears may ease inflation, support consumer confidence, and allow the Fed to prioritize boosting employment through…

  • General inquiries: click here
  • Institutions and non-profits: click here
  • Corporations: click here

Learn about our Privacy Policy

By clicking “Schedule Now”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.