California Consumer Privacy Act (CCPA) Disclosures

This disclosure provides additional information for California residents regarding their rights under the California Consumer Privacy Act (CCPA). As a professional financial consultancy, Upward Advisory is committed to the transparent and secure handling of your personal data.

Your Right to Know and Access

You have the right to request that Upward Advisory disclose the categories and specific pieces of personal information we have collected about you, the sources from which it was collected, and the business purpose for collecting that information.

Your Right to Deletion

You have the right to request the deletion of personal information we have collected from you, subject to certain legal exceptions (such as maintaining records for regulatory compliance).

No Sale of Personal Information

Upward Advisory does not sell your personal information. We do not sell, rent, or trade your personal data to third parties for monetary or other valuable consideration. In the preceding twelve (12) months, Upward Advisory has not sold any personal information to third parties.

Mobile Data Privacy & SMS Compliance: Specifically, text messaging originator opt-in data and consent will not be shared with any third parties or affiliates for marketing or promotional purposes. This information is used exclusively to provide the advisory communications you have specifically requested.

How to Exercise Your Rights

To submit a request to exercise your CCPA rights, please contact us using the information below. We will verify your request in accordance with applicable law.