Privacy Policy

Information We Collect

CKG Financial collects personal information that you provide to us when you:

  • Complete our online questionnaire or contact forms
  • Schedule a consultation
  • Communicate with us via email or phone
  • Apply for insurance products

This information may include your name, email address, phone number, mailing address, date of birth, financial information, and other details necessary to provide our services.

How We Use Your Information

We use the information we collect to:

  • Provide insurance and financial planning services
  • Respond to your inquiries and schedule consultations
  • Process insurance applications
  • Communicate with you about our services
  • Comply with legal and regulatory requirements
  • Improve our website and services

Information Sharing

We do not sell your personal information. We may share your information with:

  • Insurance carriers to process applications and provide quotes
  • Service providers who assist us in operating our business
  • Regulatory authorities as required by law
  • Professional advisors such as attorneys and accountants

All third parties are required to maintain the confidentiality of your information and use it only for the purposes for which it was disclosed.

Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

Your Rights

You have the right to:

  • Access the personal information we hold about you
  • Request correction of inaccurate information
  • Request deletion of your information (subject to legal requirements)
  • Opt out of marketing communications

Cookies and Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience and analyze website traffic. You can control cookie settings through your browser preferences.

Changes to This Policy

We may update this Privacy Policy from time to time. The updated version will be indicated by an updated "Last Updated" date at the bottom of this page.

Contact Us

If you have questions about this Privacy Policy or how we handle your information, please contact us at:

Email: carlos@ckgfinancial.com

Phone: (909) 206-6114

Address: 1050 Lakes Dr, West Covina, CA 91790

Last Updated: 10/27/2025