Privacy Policy
Effective Date: July 10, 2026
Probitas Financial ("Company," "we," "our," or "us") is committed to protecting your privacy and safeguarding the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website, communicate with us, or use our services.
Information We Collect
We may collect personal information including, but not limited to:
* Name
* Mailing address
* Email address
* Mobile phone number
* Date of birth
* Information you voluntarily provide through contact forms
* Information related to appointments and client communications
* Device information, IP address, browser type, and website usage information collected through cookies or analytics tools
If you become a client, we may also collect additional information necessary to provide financial planning or wealth management services in accordance with applicable laws and regulations.
How We Use Your Information
We may use your information to:
* Respond to inquiries
* Schedule appointments
* Provide wealth management and financial planning services
* Communicate regarding your account or requested services
* Send appointment reminders
* Deliver customer support
* Improve our website and customer experience
* Meet legal, regulatory, and compliance obligations
* Send SMS communications when you have provided your consent
SMS Communications
If you opt in to receive text messages from Probitas Financial, we may send messages regarding:
* Appointment reminders
* Meeting confirmations
* Client service updates
* Customer support
* Event invitations
* Educational communications, where applicable
**Message frequency may vary.**
**Message and data rates may apply.**
You may opt out at any time by replying **STOP** to any message.
Reply **HELP** for assistance or contact us directly using the information provided below.
SMS Consent
Your SMS consent is collected solely for the purpose of providing the messaging services you have requested.
**SMS consent is not shared with third parties or affiliates for marketing purposes.**
Your mobile phone number and SMS opt-in information will be used only to provide communications from Probitas Financial as described in this Privacy Policy and our SMS Terms & Conditions.
Information Sharing
We do not sell your personal information.
We may share information only as necessary to:
* Service providers who perform business functions on our behalf
* Regulatory agencies as required by law
* Legal authorities when required by applicable law or court order
* Successors in connection with a merger, acquisition, or sale of business assets
All service providers are required to maintain appropriate safeguards for your information and may use it only for the services they provide to us.
Cookies and Analytics
Our website may use cookies and similar technologies to:
* Improve website functionality
* Analyze website traffic
* Understand visitor interactions
* Enhance user experience
You may modify your browser settings to refuse cookies; however, some portions of the website may not function properly.
Data Security
We maintain administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, disclosure, alteration, or destruction.
Although we strive to protect your information, no method of electronic transmission or storage can be guaranteed to be completely secure.
Your Choices
You may:
* Opt out of SMS communications by replying STOP
* Contact us to update your contact information
* Request access to or correction of certain personal information, subject to applicable law
* Withdraw consent where permitted by law
Changes to This Privacy Policy
We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated Effective Date.
Contact Us
If you have questions regarding this Privacy Policy or our privacy practices, please contact us:
Probitas Financial
1500 Quail Suite 540
Newport Beach, CA 92660
Phone:
(949) 528-6060
Email:
Website:
Visit
1500 Quail Street
Suite 540
Newport Beach, CA 92660
Connect
Office: 949-528-6060
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Copyright 2026 FMG Suite.
Gary Vyneman is a Registered Representative offering Securities through UNITED PLANNERS FINANCIAL SERVICES, Member: FINRA / SIPC Advisory Services offered through PROBITAS FINANCIAL. PROBITAS FINANCIAL and United Planners are not affiliated.
​This information is intended for use only by residents of Arizona, California, Colorado, Connecticut, Florida, Idaho, Kansas, Michigan, Nebraska, Nevada, Texas, and Washington. Securities-related services may not be provided to individuals residing in any state not listed above.
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up or individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements.
Insurance-related services may not be provided to individuals residing in any states other than California, Nebraska or Washington.