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Client Memo – Privacy Protection
  • Client Memos, Computer Security
A person with outstretched hands is enveloped by digital icons representing privacy: a padlock, shield, fingerprint, and email. The circuit-like lines in the background enhance the theme of cybersecurity and data protection.

Unfortunately, we live in a world where our privacy is consistently being threatened, both online and through the various business and governmental organizations that we deal with. In an effort to assist you in protecting privacy, we have enclosed two publications published by government agencies. We recommend you take the time to read these publications and follow some, or all, of the suggestions.

In addition, you can have your name removed from any direct market solicitation that uses data from credit reporting agencies. This can be accomplished by calling (888) 567-8688 (888-5OPTOUT) or opt-out online at www.optoutprescreen.com. We highly recommend you to put a credit freeze, also called a security freeze, on your credit file. A freeze means that your file cannot be shared with potential creditors, insurers, employers, or residential landlords without your permission. To place a freeze, you must contact
each of the three credit bureaus, online, by phone, or mail:

Equifax
www.equifax.com
1-800-525-6285

Experian
www.experian.com
1-888-397-3742

TransUnion
www.transunion.com
1-800-680-7289

Additional privacy protection information and resources can be found at the following government websites:

Should you have any questions regarding any of the information provided, please do not hesitate to contact our office.

Disclosures

Cerity Partners LLC (“Cerity Partners”) is an SEC-registered investment adviser with offices across the United States. Registration as an investment adviser does not imply any level of skill or training.

The information provided is not intended as personalized investment, tax, or legal advice. There is no guarantee that any opinions, projections, or views expressed will materialize. You should consult a qualified professional before making financial decisions.

Information is subject to change without notice and is believed to be reliable but is not guaranteed. For Cerity Partners’ registration status, please visit the Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

For additional details about our services, fees, or potential conflicts of interest, please request our disclosure statement, including Form CRS and ADV Part 2, using the contact information provided.

Recent Publications

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BOI Reporting Now Limited to Foreign Entities

  • Client Memos
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Reinstatement of Mandatory BOI Reporting

  • Client Memos
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New Individual Income Tax Return – Engagement Letter, Tax Organizer and Document Request Procedure

  • Client Memos
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Address

16830 Ventura Blvd.
Suite 400
Encino, CA 91436

Contact

310-284-8267
818-783-7140
info@fbco.com

Hours

Monday – Friday
9 AM – 5 PM

Logo with the word "APEX" in bold black letters and "LEGENDS" in smaller white letters beneath it. Below, an orange triangular geometric shape resembles a mountain peak. The background is light gray.

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