Depending on where you reside, you may use this portal to make certain requests regarding your personal information collected, held, and shared by Willow Wealth Financial.
If you decide to submit a data request, we will evaluate the request to determine (based on the totality of circumstances) that your correction is more likely than not accurate and correct your personal information. We will consider any documentation you provide in support of your request as part of our evaluation. You may send us supporting documentation via email at info@willowwealthfinancial.com.
You may make your request using the form below, by emailing us at info@willowwealthfinancial.com or by calling us at (858) 207-6324. We will confirm receipt of your request within 10 days after submission. While we will try to honor your request as soon as possible, we have 45 days to respond with confirmation of correction or an explanation of the reasons we were unable to correct your personal information. We may inform you that we need up to 45 additional days to respond.
We may share your data request with third parties, depending on the type of request that you submit. We are not able to guarantee that all third parties will comply with data requests. If you wish to request data from a third party, please submit your request directly with that organization.
Submit a Data Request
Complete the form below to submit your request. Fields marked with * are required.