+1 760.340.4277 customerservice@myfinancialcoach.com

What is our Security Policy?

At My Financial Coach, we take the safety of your personal information very seriously.

At My Financial Coach, we believe in transparency and adhere to the standard that our actions back our promises. We will never sell any of our clients’ data to third parties. In fact, we will never share your data with anyone unless given permission. We also hold any of our partners to this same strict standard. 

When it comes to the data security of our clients, we use leading technology and programs that are backed by a dedicated team with the resources to stay ever vigilant in keeping criminals out of your personal data.

Our Software

My Financial Coach utilizes industry-leading software programs to store your data that have been thoroughly researched as part of our software suite.  Below is a list of our internal and external programs that we utilize along with access to details of their own internal security processes.

Peace of Mind


Your wealth management system employs 2-Factor Authentication (2FA), a complete fraud detection platform that uses a dynamic risk- and rules-based approach to identify highrisk behaviors and initiate an additional layer of security. With 2FA, you are sent a verification code to your mobile phone, which you are required to input along with your username and password in order to access your personal financial website. This additional layer of protection safeguards your sensitive financial data and strengthens the security of your account by requiring two methods of verifying your identity.








You have a unique username and password, ensuring that only you can access your information. Submitting incorrect login credentials three consecutive times will automatically lock your account for 10 minutes. This is to block any manual or programmed hacking attempts.
In most cases, we have no access to your username or password. However, if you decide to provide us with this information, we will never share your username and password over the phone or send it to an email address not preregistered with your account.





Our system uses a 256-bit Secure Socket Layer to scramble your data, further preventing  access to unauthorized users. This is the highest level of encryption currently available today, and twice the standard followed by many financial institutions, including banks.


We house your important data at secure, geographically separated data centers. Physical security measures at these facilities include 24/x7/x365 on-site personnel and closed-circuit video surveillance.
These data centers also make use of fire protection, electronic shielding, and database backup procedures to ensure your data is continuously monitored and protected.


Your wealth management system uses third-party security auditors and software, including TraceSecurity, Tenable Security and WhiteHat Security, to identify vulnerabilities within your system and to assist us with remediation efforts.

Online Security Features

My Financial Coach provides a financial planning tool that allows online access to aggregate your personal accounts in one easy to read location. We also provide tools that allow you to meet with your Financial Coach. Your wealth management system employs advanced security features and protocols to keep your data safe, private, and secure at every hour of every day, year-round. Our comprehensive security measures include:


Password protection

Secure Socket Layer encryption


Intrusion detection



How would you like to get started?

With each measure in place, you can be confident that your important information is safe and secure.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.