LAST UPDATED: September 2026 

Prudential Wealth Advisors Field Offices respect your privacy, security, and online safety, and we are committed to protecting it. This notice is not applicable to the Prudential Insurance Company of America, PGIM, or its international affiliates and subsidiaries. This California Resident Privacy Statement (“California Privacy Statement”), as required by the California Consumer Privacy Act of 2018 ("CCPA"), as amended by the California Privacy Rights Act ("CPRA"), is designed to inform you how we collect, use, safeguard, retain, and disclose your Personal Information.

This California Privacy Statement applies to visitors, users, and others (e.g., employees, customers, prospects) who reside in the State of California and to “Personal Information” we obtain from these individuals (“you”) through our website(s) and our mobile apps (collectively, our “Websites”), products, and services (collectively with the Website, the “Services”), and from third party and publicly available sources, as further described below. Please read this Online Privacy Statement carefully before you start to use our Services, whether online or offline. When referenced in this California Privacy Statement, the term “Personal Information” includes any information that identifies, relates to, describes, is reasonably capable of being associated with, or could reasonably be linked, directly or indirectly, with a particular individual or household, including any information that is subject to applicable data protection laws.

Our Services are controlled and operated by Prudential Wealth Advisors from the United States and are intended only for use by residents of the United States. They are not intended to subject Prudential Wealth Advisors to the laws or jurisdictions of any state, country, or territory other than those of the United States. Other Services of Prudential and its affiliates may contain different privacy statements, which supplement this California Privacy Statement. You are advised to review the privacy statement of each Prudential Service. Prudential employees should refer to the Global Employee Privacy Notice available in Compliance Center, and Prudential candidates should refer to the Careers Site Privacy Notice available on jobs.prudential.com and jobs.pgim.com, for more information on our privacy practices, including the categories of Personal Information we collect, the purpose for that collection, and our retention practices.

This California Privacy Statement does not apply with respect to information that we collect in connection with providing financial products or services to California residents for personal, family, or household purposes or for long-term care or individual health products. For more information about how we collect, disclose, and secure information in these and other contexts, please refer to our Prudential Privacy Center.

Categories of Personal Information We May Collect
How We Collect Your Personal Information
Use and Processing of Your Personal Information
Disclosure of Your Personal Information
Cookies and Other Tracking Technologies
Links to Other Websites
Children's Privacy
Data Retention
Your Rights
Your Choices
Changes to this Online Privacy Statement
Contact Us

Categories of Personal Information We May Collect

The types of Personal Information we collect about you depends on how you interact with us. Depending on the Online Services you use, the following are the categories of Personal Information that we may collect, or have collected in the preceding twelve months:

• Contact Information/Identifiers, including name, email address, postal address, phone number, username, business contact information, or other similar identifiers and Account information.
• Device Information and Other Unique Identifiers, device identifier, internet protocol (IP) address, or similar unique identifiers.
• Internet or Other Network Activity, including browsing or search history, and information regarding your interactions with our Website, emails, or advertisements.
• Geolocation Data, including information that permits us to determine your location, such as if you manually provide location information or enable your mobile device to send us precise location information.

If you do not provide us with certain Personal Information, we may not be able to fulfill the requested purpose of collection, such as to respond to your queries or request for customer service or to provide the full functionality of our Online Services to you. However, unless otherwise specified, not providing your Personal Information will not result in legal or other consequences to you.

How We Collect Your Personal Information

Depending on your relationship with us, we may ask you to directly provide certain Personal Information about you and your dependents/beneficiaries to us in order to adequately provide Online Services. For example, you may provide us with general identification and account information such as your name, telephone number, policy or account number, mailing address, email address, or date of birth when you:

• apply for or obtain a Prudential product or service;
• request that a Prudential representative contact you;
• instruct us to perform a transaction;
• fill out an online survey or form or participate in a promotion;
• ask to receive information about our products or services;
• register for online access to access your account; and/or
• download, link to or use our mobile apps or those maintained by a third party.

You may also provide us with your financial information and goals when you use certain services, features, and tools on our Online Services.

We may also collect your Personal Information indirectly or via other sources including vendors, partners, publicly available sources, our affiliates and/or subsidiaries, and through cookies and other tracking technologies. To learn more about our use of cookies and similar tracking technologies, please review the “Cookies and Other Tracking Technologies” section below.

Use and Processing of Your Personal Information

We collect and use your Personal Information for the following business purposes associated with our general business operations, to:

• Provide you the Online Services;
• Respond to your requests and communicate with you;
• Manage your preferences;
• Perform analytics concerning your use of our Online Services, including your engagement with our emails and website pages;
• Resolve complaints and handle requests for data access, deletion, or correction;
• Provide you with tailored content and marketing messages;
• Operate, evaluate, and improve our business (including developing new products and services; improving existing products, services and Online Services; performing data analytics, modeling (such as predictive modeling), and the deployment of automated tools and in certain instances, artificial intelligence in accordance with applicable law; and performing accounting, auditing, and other internal functions);
• Effectuate strategic planning, business partnerships, and other strategic relationships;
• For other legal reasons, such as to enforce our terms and conditions or to protect the rights, privacy, safety, or property of Prudential Wealth Advisors, our affiliates, you, or others;
• Debug, identify, and repair errors that impair the intended functionality of our Online Services;
• Comply with and enforce applicable legal and regulatory requirements, legal processes, contractual obligations, and our policies;
• Establish and defend legal rights, protect our operations, and pursue available remedies or limit our damages;
• Provide you with online financial tools; and
• Manage infrastructure and other business operations.

We may also use Personal Information for any other purposes that we may specifically disclose at the time we collect your information.

Disclosure of Your Personal Information

We respect the importance of privacy. Unless otherwise provided in this Online Privacy Statement, we do not sell your Personal Information, nor do we share it with unaffiliated third parties for their own marketing use, unless we have your consent, or we are required by law to do so. Generally, we may disclose the Personal Information we collect to facilitate our communications with users, to operate our business, to advertise or promote our Online Services, or with your consent. To the extent that we have collected or processed your Personal Information in the prior twelve (12) months, we may have disclosed the above-listed Personal Information as described below.

We may disclose the Personal Information listed above to third parties in the following ways:

• Service Providers. We may disclose Personal Information to authorized third parties who perform services for us (including cloud services, data storage, sales, human resources, and marketing). Our contracts with our service providers include commitments that they agree to limit their use of Personal Information and to comply with privacy and security standards at least as stringent as the terms of this Online Privacy Statement. Remember that if you provide Personal Information directly to a third party, such as through a link on the Site, that processing is typically based on their standards.
• Affiliated Companies. We may disclose such Personal Information with subsidiaries, affiliates or strategic partners as needed to provide our products and Online Services and generally as necessary in the administration of a global organization. We may also disclose your Personal Information to a Prudential Wealth Advisors agent or an independent financial professional to provide you with a policy quotation or other information regarding insurance and financial service products
• Corporate Transaction. We may disclose your Personal Information in connection with a proposed or actual corporate merger, acquisition, consolidation, sale of assets, bankruptcy, insolvency, or other corporate change. Such recipients will be bound by terms and conditions reasonably similar to those set out in this Online Privacy Statement.
• Other Parties. We may disclose your Personal Information to legal, governmental, or judicial authorities, as instructed or required by those authorities or applicable laws, or in relation to a legal activity, such as in response to a subpoena or an investigation of suspected illicit activity. We may also disclose such Personal Information if we believe disclosure is necessary to prevent physical, financial, or other harm, injury, or loss.
• Deidentified Personal Information. We may disclose or use aggregated or de-identified data for any lawful purpose. Deidentified information is generally not considered to be Personal Information under applicable laws.
• Other Disclosures with Your Consent: We may ask if you would like us to disclose your Personal Information with other unaffiliated third parties who are not described elsewhere in this Notice.
• Social Media Platforms and Networks: Our Website may have features such as, plugins, widgets, and other tools made available by third parties that may result in information being collected or shared between us and the third party. The third party’s use of your information is not governed by this Online Privacy Statement. You may have the right to opt out of our use of these technologies, as further described in this Online Privacy Statement.

We may also disclose your Personal Information as necessary in connection with business operations, limited Personal Information may be disclosed to certain business partners and their service providers in order to effectuate and manage business partnerships, as well as provide coordinated and consolidated Online Services to you. Unless you agree otherwise, we do not disclose your Personal Information with non-Prudential companies for them to market their products or services to you. We may tell you about a product or service that other companies offer and, if you respond, that company will know that we selected you to receive the information.

Cookies and Other Tracking Technologies

Every time you come to the Website, our web server automatically collects information, including, in some instances, Personal Information, through cookies, web beacons, and other similar tracking technologies (collectively “cookies”). Cookies are small text files that are placed on your computer or mobile device when you visit a website. Cookies help the website remember information about your visit, which can make it easier to visit the website again and make the website more useful to you. Some cookies are deleted once you close your browser (session cookies), while other cookies are retained even after you close your browser so that you can be recognized when you return to a website (persistent cookies). More information about cookies and how they work is available at www.allaboutcookies.org. To learn more about our use of cookies and the types of cookies we use, please review our Cookies and Other Tracking Technologies statement at the link below:
Online Privacy Statement

Links to Other Websites

Our website may contain links to other websites for your convenience and information. These websites may be operated by companies not affiliated with Prudential Wealth Advisors. Linked websites may have their own privacy policies or notices, which we recommend you review if you visit those websites. This Online Privacy Statement only applies to Personal Information collected on this Website. We have no control over third-party websites and are not responsible or liable for the content, privacy practices, or use of any websites that are not affiliated with Prudential Wealth Advisors.

Children's Privacy

Our Online Services are not directed at or intended for children under the age of 13. We do not knowingly collect Personal Information from children under the age of 13. Users under the age of 13 should not submit any Personal Information to us. If you believe we have collected Personal Information from your child in error or have questions or concerns about our practices relating to children, please notify us using the details in the “Contact Us” section below. We will take prompt steps to remove the Personal Information from our systems.

Data Retention

The time periods for which we retain your Personal Information depend on the purposes for which we use it and applicable law for the type of data and use. We will keep your Personal Information for as long as you are a registered user of our Online Services or for as long as we have a valid business purpose to do so and, thereafter, for no longer than is required or permitted by law. The Personal Information we collect may be stored and processed in servers in the United States and/or other jurisdictions where we, or our service providers, have facilities.

Your Rights

You may have certain rights and choices regarding your Personal Information. The rights available to you depend on our reason for processing your Personal Information and the requirements of applicable law (i.e., your rights will vary depending on whether you are located in, for example, California). Specifically, you may have the following rights:

• Right to access: You may have the right to obtain from us confirmation as to whether Personal Information concerning you is being processed, and, where that is the case, to request access to the Personal Information. This access to information includes the purposes of the processing, the categories of Personal Information concerned, and the recipients or categories of recipient to whom the Personal Information have been or will be disclosed, among other categories of information. However, this is not an absolute right and the interests of other individuals may restrict your right of access. You may have the right to obtain a copy of the Personal Information free of charge. For further copies requested by you, we may charge a reasonable fee based on administrative costs.
• Right to rectification (right to correct inaccurate information): You may have the right to request that we correct any Personal Information about you that is inaccurate. Depending on the purpose of the processing, you also have the right to request that we complete the Personal Information we hold about you where you believe it is incomplete, including by means of providing a supplementary statement.
• Right to erasure (right to be forgotten): You may have the right to request that we erase your Personal Information, under certain conditions.
• Right to restrict processing: You may have the right to request that we restrict the processing of your Personal Information, under certain conditions. In such case, the respective data will be marked and may only be processed by us for certain purposes.
• Right to object to processing: You may have the right to object to our processing of your Personal Information, under certain conditions, and we can be required to no longer process your Personal Information. Such right to object may especially apply if we collect and process your Personal Information through automated decision making, such as profiling, to better understand your interests in our products and services or for direct marketing. If you have a right to object and you exercise this right, your Personal Information will no longer be processed by us for such purposes. Such a right to object may, in particular, not exist if the processing of your Personal Information is necessary to take steps prior to entering into a contract or to perform a contract already concluded.
• Right to data portability: You may have the right to request that we transfer the Personal Information we have collected about you to another organization, or directly to you, in a structured, commonly used, and machine-readable format, under certain conditions.
• Right to withdraw consent: Where we rely on your consent to process your Personal Information, you have the right to withdraw that consent at any time with future effect. Such a withdrawal will not affect the lawfulness of the processing prior to the consent withdrawal.
• Right to know what Personal Information is sold or shared and to whom, and right to prohibit the sale or sharing of Personal Information: We do not and have not in the preceding 12 months, sold your Personal Information. However, we may share (in this context, share means use of your Personal Information for cross-contextual behavioral advertising) your Personal Information with third parties for marketing purposes. To the extent required or allowed by law, you may opt-out of the sharing of your Personal Information by updating your cookie preferences or by contacting us.
• Right to limit the use and disclosure of sensitive Personal Information: We will only use sensitive or special Personal Information as needed for the purposes for which it was collected or with your consent. If this changes, we will notify you, and you may have the right to restrict such additional uses.
• Right of non-discrimination/retaliation: We do not discriminate against individuals who exercise any of their rights described in this Privacy Policy, nor do we retaliate against individuals who exercise these rights.

Please note that many of the above rights are subject to exceptions and limitations. Your rights and our responses will vary based on the circumstances of the request. If you choose to assert any of these rights under applicable law, we will respond within the time period prescribed by such law.

If you are located in the State of California in the United States, a person authorized to act on your behalf may make a verifiable request related to your personal information. If you designate an authorized person to submit requests to exercise certain privacy rights on your behalf, we will require verification that you provided the authorized agent permission to make a request on your behalf.

In any circumstances, your request must: (i) provide sufficient information that allows us to reasonably verify that you are the person about whom we collected personal information or an authorized representative of that person; and (ii) describe the request with sufficient detail that allows us to properly understand, evaluate, and respond to it. We will only use personal information provided in a verifiable consumer request to verify the requestor’s identity or authority to make the request.

You may request to exercise your privacy rights for the Personal Information we collected about you, by contacting us at:
1-844-PRU-DSAR (1-844-778-3727); or
Prudential Privacy Center

Your Choices

You may be able to make the following choices regarding your Personal Information:

• Opt-out of Marketing Communications - You may tell us not to disclose your Personal Information among Prudential companies for marketing purposes, and not to disclose consumer report information among Prudential companies, by “opting out” of such sharing. To limit our disclosures for these purposes, you can visit us online at https://www.prudential.com/links/privacy-center or call us at 1-877-248-4019. Please note that you are not able to limit our ability to disclose your Personal Information among Prudential companies and with other non-Prudential companies for servicing and administration purposes.
• Updating Your Personal Information - To access online information about your Prudential account, you may register for access through https://www.prudential.com/clientenroll. We may collect Personal Information that you voluntarily provide on this Website. If you would prefer to provide us with this information offline, you may call 1-800-PRU-HELP (778-4357), the telephone number associated with the particular online form, or your Prudential representative.

Please note that you may have additional choices or rights depending on where you are located.

Changes to this Online Privacy Statement

As our business changes, we may modify, expand, or update this Online Privacy Statement at any time as we deem appropriate to reflect those changes. When we make changes to this Online Privacy Statement, we will post the updated Online Privacy Statement on the Website and update the Online Privacy Statement’s “last updated” date above. The effective date above refers to the date that the current version took effect. It is important that you check back from time to time and make sure that you have reviewed the most current version of this Online Privacy Statement. If you do not agree with the changes, then you should stop using our Website and Online Services and notify us that you do not want your Personal Information used in accordance with the changes.

Contact Us

If you have any questions or comments after reviewing this Online Privacy Statement, please contact us at Global.Privacy@prudential.com or 1-877-248-4019.

Prudential Wealth Advisors Address:
751 Broad Street
Newark, NJ 07102