Privacy Policy

Effective Date: August 1, 2026

Privacy Policy

ClearVista Financial (“ClearVista Financial,” “we,” “our,” or “us”) values your privacy and is committed to protecting the personal information you provide through our website. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website.

By using this website, you agree to the terms of this Privacy Policy.

Information We Collect

We may collect the following types of information:

Personal Information

You may voluntarily provide personal information, including:

  • Name
  • Email address
  • Phone number
  • Mailing address
  • Financial planning inquiries
  • Any information submitted through contact forms or appointment requests

Automatically Collected Information

When you visit our website, we may automatically collect certain information, including:

  • IP address
  • Browser type
  • Device information
  • Pages visited
  • Time spent on the website
  • Referring website
  • General geographic location

This information helps us improve the performance and usability of our website.

How We Use Your Information

We may use your information to:

  • Respond to inquiries and requests
  • Schedule appointments
  • Provide information about our services
  • Improve our website and user experience
  • Analyze website traffic and performance
  • Comply with legal and regulatory obligations
  • Communicate with you regarding services you have requested

We do not sell your personal information.

Cookies and Analytics

Our website may use cookies and similar technologies to improve functionality and analyze website traffic.

We may use services such as:

  • Google Analytics
  • Google Tag Manager
  • Meta (Facebook) Pixel
  • Other website analytics or marketing tools

These services may collect anonymous usage information through cookies.

You may disable cookies through your browser settings; however, some features of the website may not function properly.

Third-Party Websites

This website may contain links to third-party websites, including:

  • FINRA
  • SIPC
  • Custodian or account access portals
  • Social media platforms
  • Other informational resources

We are not responsible for the privacy practices or content of third-party websites. We encourage you to review their privacy policies before providing personal information.

Email Communications

If you choose to subscribe to our newsletter or other communications, we may use your email address to send educational content, market updates, and firm announcements.

You may unsubscribe at any time by following the unsubscribe instructions included in our emails.

Information Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect the information you provide. While we strive to protect your personal information, no method of internet transmission or electronic storage is completely secure.

Children’s Privacy

Our website is not directed toward children under the age of 13, and we do not knowingly collect personal information from children.

Your Privacy Rights

Depending on your state of residence, you may have certain rights regarding your personal information, including the right to:

  • Request access to personal information we maintain
  • Request correction of inaccurate information
  • Request deletion of information where permitted by law
  • Request information regarding how your personal information is used

To exercise these rights, please contact us using the information below.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on this page with a revised Effective Date.

Contact Us

If you have questions regarding this Privacy Policy or our privacy practices, please contact:

ClearVista Financial

2410 Wycon Dr., Suite 204
Waco TX, 76712

Phone: 800.491.4508

Email: info@clearvistafinancial.com

Website: clearvistafinancial.com

Important Regulatory Notice

Submitting information through this website does not establish an advisory relationship with ClearVista Financial. Advisory services are provided only pursuant to a written agreement after all applicable regulatory requirements have been satisfied.

Investment advisory services are offered through ClearVista Financial in accordance with applicable federal and state securities laws.