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3150 Almaden Expy, Suite 233
San Jose, CA 95118
650.854.7550 650.854.8363 Fax

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The Portola Group, Inc. Privacy Policy

Effective: October 1, 2004.
Updated: July 13, 2011.

Financial Peace Of Mind: The Portola Group, Inc. does not share any non-public personal information (including contact information) with any third parties, except:

  • As necessary to provide the service that a client has requested or authorized, or to maintain and service the client’s account
  • As required by law
  • To the extent reasonably necessary to prevent fraud and unauthorized transactions

The Portola Group, Inc. collects contact information from prospective clients visiting our website so that we can provide them with the information they have requested.

There have been no material changes to the policy since October 1, 2004. Any Privacy Policy updates will be posted to our website at under the Contact Us section. If you have any questions about the Portola Group, Inc.’s Privacy Policy, please email us at

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