Last updated: June 2026
Pace Financial ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard information when you visit thepacefinancial.com or submit information through our website.
Information We Collect
We collect information you voluntarily provide when you complete the retirement assessment form on this website. This may include:
- Your name, email address, and phone number
- Information about your retirement system (CalSTRS or CalPERS)
- General information about your retirement timeline, years of service, and financial accounts
- Your preferred contact time
We do not collect Social Security numbers, account passwords, financial account numbers, or other sensitive financial credentials through this website.
How We Use Your Information
Information submitted through the assessment form is used solely to prepare for and conduct an initial consultation with Jonathan Pace. Specifically we use your information to:
- Contact you to schedule or conduct a retirement planning consultation
- Review your general retirement situation prior to your consultation
- Follow up after your consultation if you have consented to ongoing communication
We do not use your information for automated decision-making or profiling. We do not send unsolicited marketing emails.
How We Share Your Information
We do not sell, rent, or trade your personal information to third parties.
We may share your information with Tactive Wealth Advisors, LLC in connection with the delivery of investment advisory services, as Jonathan Pace serves as a Registered Investment Advisor Representative of Tactive Wealth Advisors, LLC. Tactive Wealth Advisors, LLC maintains its own privacy practices consistent with applicable law.
We may disclose your information if required by law, regulation, or legal process, or to protect the rights and safety of our clients or the public.
Data Security
We take reasonable precautions to protect information submitted through this website. However, no method of transmission over the internet or electronic storage is completely secure. We cannot guarantee the absolute security of your information.
The assessment form on this website does not collect or transmit sensitive financial credentials, account numbers, or Social Security numbers. Please do not submit that type of information through any web form.
Cookies and Tracking
This website may use standard web analytics tools to understand how visitors use the site, including which pages are visited and how long visitors spend on each page. This data is collected in aggregate and is not linked to personally identifiable information.
We do not currently use advertising pixels, retargeting cookies, or third-party tracking tools for marketing purposes.
Third-Party Links
This website contains links to third-party websites including tactiveadvisors.com, adviserinfo.sec.gov, and ssa.gov. We are not responsible for the privacy practices of these websites and encourage you to review their privacy policies before submitting any personal information.
Your Rights
You may request access to, correction of, or deletion of personal information we hold about you at any time by contacting us directly. We will respond to reasonable requests within a reasonable timeframe.
California residents may have additional rights under the California Consumer Privacy Act (CCPA). If you are a California resident and wish to exercise your rights under the CCPA, please contact us using the information below.
Changes to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated date. Your continued use of this website after any changes constitutes your acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, please contact us:
Pace Financial
2555 Townsgate Rd, Suite 200
Westlake Village, CA 91362
(818) 859-0570
jonathan@thepacefinancial.com