Privacy Policy & Disclosures

Privacy Policy

At Guzman Wealth & Protection, protecting your personal information is an important part of our commitment to serving our clients.

Information collected through this website is used solely to respond to inquiries, evaluate financial planning needs, schedule consultations, and provide requested services.

We do not sell or rent your personal information to third parties.

Documents uploaded through our secure intake process are used exclusively for evaluating your existing financial and insurance strategies and are handled with appropriate confidentiality.

By using this website, you acknowledge and agree to this Privacy Policy.

Disclosures & Compliance

• Santiago Guzman Cifuentes is an independent contractor and authorized agent representing Falcon PG Wealth Management and Insurance Services.
• California Insurance License #4548084.
• This website and its services are intended solely for residents of the State of California.
• Securities, wealth management, and investment advisory services are offered only through appropriately authorized broker-dealers and investment advisory firms, where applicable.
• Falcon PG agents operate independently and are not employees of individual insurance carriers.
• Indexed Universal Life insurance policies are subject to indexing methods, participation rates, caps, and policy terms.
• Variable life insurance and variable annuities involve market risk, including the possible loss of principal.
• The information presented on this website is intended for educational purposes only and should not be interpreted as legal, tax, investment, or financial advice.
• Please consult your attorney, tax advisor, or financial professional regarding your individual circumstances.