Privacy Policy (California)
Draft — not legal advice. This page was prepared for review and has not been reviewed by counsel.
Effective date: September 21, 2026
1. Introduction
CSI Wealth Management ("CSI," "we," "our," or "us") and Signature Solutions Financial and Insurance Services ("Signature Solutions") value and protect your privacy.
This policy explains how we collect, use, share, and protect personal information under California law. That includes your rights under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA).
2. Who we are
CSI Wealth Management is a State of California Registered Investment Adviser, CRD# 328963.
Signature Solutions Financial and Insurance Services offers insurance products and services through individually licensed agents, under CA Life License #0665327.
CSI Wealth Management and Signature Solutions Financial and Insurance Services are separate entities. Both are owned by Rick Miller. CSI Wealth Management does not offer or sell insurance products; Signature Solutions offers insurance products in the state of California.
3. What information we collect
What we collect depends on your relationship with us. These are the categories, with examples and the reason we collect each one.
Identifiers. Your name, address, email address, phone number, date of birth, Social Security number, and driver's license. We use these to confirm who you are and to maintain our client records.
Financial information. Your assets, income, account numbers, and investment history. We use these to provide advisory or insurance services.
Internet and technical data. Your IP address, browser, device identifier, and how you use this website. We use these to keep the website working and to understand how visitors use it.
Professional or employment information. Your occupation, employer, and job title. We use these for financial planning, and to judge whether an insurance product suits your situation.
Protected classification information. Your age or marital status, when you give it to us voluntarily. We use these to meet suitability and underwriting standards.
We do not knowingly collect information from children under the age of 13.
4. How we use your information
We use your information to:
Deliver financial, investment, or insurance services
Maintain your account and process transactions
Send you important information about your account, and regulatory notices
Improve our website and the experience of using it
Meet our legal, compliance, and audit obligations
5. How we share your information
We do not sell your personal information, and we do not share it in exchange for money.
We disclose information only as the law permits, and only to:
Custodians, insurers, and investment sponsors
Vendors that provide data processing, information technology, or compliance support
Regulatory authorities, such as the SEC, FINRA, or the California Department of Insurance, when they require it
Each of these third parties is contractually required to protect your information and to use it only for permitted business purposes.
6. Your California privacy rights
If you live in California, the CCPA and CPRA give you the right to:
Know what personal information we collect, and how we use and share it.
Access your information and receive a copy of it.
Delete your personal information, unless a law requires us to keep it.
Correct personal information that is wrong.
Limit how we use sensitive information, such as your Social Security number or your financial details.
Opt out of the sale or sharing of your personal information for marketing purposes.
Not be treated differently because you exercised any of these rights.
7. How to exercise your rights
You can make a privacy request in any of these ways.
Email: info@csiwealth.org
Phone: (626) 294-0414
Mail: CSI Wealth Management, 20 E. Foothill Blvd. #100, Arcadia, CA 91006
Please include your name, your contact information, and a description of what you would like us to do. We may need to confirm your identity before we act on your request.
If someone submits a request on your behalf, we will ask for written authorization or a power of attorney.
8. "Do Not Sell or Share My Personal Information"
We do not sell personal information. California law still requires us to give you a way to opt out, so here it is.
You may opt out of the sharing of your information for cross-context behavioral advertising by contacting us using the email address, phone number, or mailing address in section 7.
9. How long we keep information, and how we protect it
We keep your personal information for as long as we need it to meet our business, legal, and regulatory obligations.
We use administrative, technical, and physical safeguards to protect your information against unauthorized access, disclosure, or misuse.
10. Cookies and tracking
This website is built and hosted on the Wix platform. Wix sets cookies that the site needs in order to work, and cookies that support its built-in visitor statistics, such as a count of how many people visited a page. Wix also loads an error-monitoring service (Sentry), which reports technical faults so that the site can be kept working. We do not use Google Analytics on this site, and we do not use advertising or social-media tracking pixels.
Some pages include videos hosted on YouTube. When you play one, YouTube may set its own cookies. That is governed by YouTube's privacy policy, not ours.
You can change your browser settings to limit or disable cookies. We do not respond to browser "Do Not Track" (DNT) signals at this time.
11. Updates to this policy
We may update this policy from time to time. The effective date at the top of this page shows when it last changed.
12. Contact us
CSI Wealth Management
20 E. Foothill Blvd. #100
Arcadia, CA 91006
Phone: (626) 294-0414
Email: info@csiwealth.org