Privacy Policy:

Robin Vaccai-Yess, CFP® does not share client information with any other individual or organization unless authority is granted from a client in writing. Due to the personal and confidential nature of information at my disposal, I carefully handle all client information with confidentiality in mind. All employees (permanent or temporary) must sign a Non-Disclosure Agreement prior to employment. All conversations between clients and Robin Vaccai-Yess, CFP®, are kept strictly confidential. The contents of client files are not disclosed to any other party unless required by law or court order. Client names are not disclosed to any other party unless required by law or court order.

Your privacy is respected, therefore your Social Security number will only be requested for preparing tax returns and/or opening investment accounts. Client paper files are locked with access granted only to those employees/associates who need to use the information. Computer systems require administrator-granted passwords and are backed up on a regular basis to prevent loss of data. Firewall software is installed and regularly updated on all firm computers to prevent electronic theft of information or data. When client records are no longer needed, the documents are returned to clients or destroyed. Protecting and serving the best interests and privacy of my clients is of paramount importance. Should you have any questions about these policies and procedures, please call me or send me an e-mail.