Email Disclosure

Fulla Financial often communicates with its clients and prospective clients through electronic mail (“email”) and other electronic means. Your privacy and security are very important to us. Fulla Financial makes every effort to ensure that email communications do not contain sensitive information. We remind our clients and others not to send Fulla Financial Planning private information over email. If you have sensitive data to deliver, we can provide secure means for such delivery.

 

Please note: Fulla Financial Planning does not accept trading or money movement instructions via email.

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As a registered investment advisor, Fulla Financial emails may be subject to inspection by the Chief Compliance Officer (“CCO”) of Fulla Financial or the securities regulators.

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If you have received an email from Fulla Financial Planning in error, we ask that you contact the sender and destroy the email and its contents.