Privacy Policy
Last updated June 05, 2026
This privacy notice for Cascade Advisory Group ("we," "us," or "our") describes how and why we might access, collect, store, use, and/or share ("process") your personal information when you use our services ("Services"), including when you visit our website at cascadeadvisorygroup.com or engage with us in other related ways.
Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you have questions, please contact us through our contact form.
1. What information do we collect?
Personal information you disclose to us
In short: we collect personal information that you provide to us.
We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our services, when you participate in activities on the Services, or when you contact us.
The personal information we collect may include:
- Names
- Email addresses
- Phone numbers
- Company name
- Free-text responses submitted through our contact form
We do not process sensitive personal information. All personal information you provide must be true, complete, and accurate.
Google API
Our use of information received from Google APIs will adhere to the Google API Services User Data Policy, including the Limited Use requirements.
2. How do we process your information?
In short: we process your information to communicate with you and to provide our services.
- To respond to inquiries. We process your information to respond to your questions and determine whether we may be a fit for your business.
- To deliver services. We may process your information to provide you with the services you have requested.
5. How long do we keep your information?
In short: we keep your information for as long as necessary to fulfill the purposes outlined in this notice.
We will only keep your personal information for as long as it is necessary for the purposes set out in this notice, unless a longer retention period is required by law. When we have no ongoing legitimate business need to process your personal information, we will delete or anonymize it.
6. How do we keep your information safe?
In short: we aim to protect your personal information through organizational and technical security measures.
We have implemented appropriate technical and organizational security measures to protect your personal information. However, no electronic transmission over the internet can be guaranteed 100% secure. Transmission of personal information to and from our Services is at your own risk. You should only access the Services within a secure environment.
7. Do we collect information from minors?
In short: we do not knowingly collect data from or market to children under 18 years of age.
We do not knowingly collect, solicit data from, or market to children under 18 years of age. By using the Services, you represent that you are at least 18 years old. If we learn that personal information from users under 18 has been collected, we will take reasonable measures to promptly delete such data. If you become aware of any such data, please contact us through our contact form.
8. What are your privacy rights?
In short: you may review, change, or request deletion of your personal information at any time.
Withdrawing your consent: If we are relying on your consent to process your personal information, you have the right to withdraw consent at any time by contacting us through our contact form. This will not affect the lawfulness of processing before withdrawal.
Cookies: Most web browsers accept cookies by default. You can set your browser to remove or reject cookies, though this may affect certain features of the Services.
9. Controls for do-not-track features
Most web browsers include a Do-Not-Track ("DNT") feature you can activate to signal your privacy preference. No uniform technology standard for recognizing and implementing DNT signals has been finalized. We do not currently respond to DNT browser signals. California law requires us to disclose this. If a standard is adopted that we must follow in the future, we will update this notice accordingly.
10. Do United States residents have specific privacy rights?
In short: if you are a US resident, you may have additional rights regarding your personal information depending on your state.
Categories of personal information we collect
| Category | Examples | Collected |
|---|---|---|
| A. Identifiers | Name, email address, phone number | Yes |
| B. California Customer Records | Name, telephone number | Yes |
| C. Protected classification characteristics | Gender, age, race, ethnicity | No |
| D. Commercial information | Transaction or purchase history | No |
| E. Biometric information | Fingerprints, voiceprints | No |
| F. Internet or network activity | Browsing history, interaction data | No |
| G. Geolocation data | Device location | No |
| H. Audio, electronic, sensory information | Images, audio, video recordings | No |
| I. Professional or employment-related information | Job title, work history | No |
| J. Education information | Student records | No |
| K. Inferences from personal information | Profiles or summaries about preferences | No |
| L. Sensitive personal information | No |
We will retain Category A and B information for as long as necessary to respond to the inquiry and maintain business records.
Your rights
Depending on your state of residence, you may have the right to:
- Know whether or not we are processing your personal data
- Access your personal data
- Correct inaccuracies in your personal data
- Request deletion of your personal data
- Obtain a copy of the personal data you previously shared with us
- Opt out of the processing of your personal data for targeted advertising, sale, or profiling
- Non-discrimination for exercising your rights
How to exercise your rights
To exercise these rights, submit a request through our contact form at cascadeadvisorygroup.com/contact or submit a data subject access request. You may also submit a written request by mail to Cascade Advisory Group, 2033 San Elijo Ave, Unit 1032, Cardiff, CA 92007.
Appeals
If we decline to take action regarding your request, you may appeal by contacting us through our contact form. If your appeal is denied, you may submit a complaint to your state attorney general.
California "Shine the Light" law
California Civil Code Section 1798.83 permits California residents to request information about categories of personal information we disclosed to third parties for direct marketing purposes in the preceding calendar year. We do not disclose personal information to third parties for direct marketing purposes.
11. Do we make updates to this notice?
In short: yes, we will update this notice as necessary to stay compliant with relevant laws.
We may update this privacy notice from time to time. The updated version will be indicated by an updated date at the top of this notice. We encourage you to review this notice frequently.
12. How can you contact us about this notice?
If you have questions or comments about this notice, please contact us through our contact form at cascadeadvisorygroup.com/contact.
Cascade Advisory Group
2033 San Elijo Ave, Unit 1032
Cardiff, CA 92007
United States
13. How can you review, update, or delete the data we collect from you?
Based on applicable laws, you may have the right to request access to the personal information we collect from you, correct inaccuracies, or request deletion. To submit a request, use our contact form or submit a data subject access request.