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First Premier Bank Policies

Privacy Notice

First Premier Bank, LLC operates firstispremier.com. This page describes what information we collect, how we use it, and how you can ask about your data.

What information you share with us

When you fill out a request form on this site, the firm collects your name, email address, phone number, ZIP code, and an estimate of your investable assets. We use this information to respond to your inquiry, determine if our services might be a fit for your situation, and contact you about next steps.

We also gather routine technical information as you browse—which browser you use, which pages you visit, where you came from. This helps us understand how the site is working and where we can make it better.

How we put your information to work

The firm uses the details you provide to answer your request, evaluate whether our services align with your needs, and reach out to you by phone, email or text. We also use this data to meet legal and regulatory requirements that apply to our business.

What we do and don't do with your data

We do not sell your personal information. The firm may share your data with service providers who help us run the business—such as our hosting provider, email platform, or communication tools—but only under strict confidentiality agreements or when the law requires it.

Your choices about phone and text contact

When you provide a phone number, you're agreeing that the firm may contact you by voice call or text message about your request. Standard message and data rates may apply from your carrier. You can opt out at any time by telling us directly or replying STOP to any text message.

How to manage your information

You have the right to ask the firm to show you what data we hold about you, correct any inaccuracies, or delete your information. Residents of California and certain other states may have additional rights under state law. To make a request, use the request form on this site or contact us at the address below. We'll respond within the timeframe the law allows.

Cookies and tracking on this site

The firm does not use advertising cookies or cross-site tracking tools, and we don't sell your browsing behavior. Our site uses your browser's local storage to remember the first page you visited, the site you came from, and your last calculator result—only for up to 30 days—and these are transmitted only when you submit a request form. Our hosting and security provider may place a strictly necessary cookie designed to block automated traffic. You can clear all cookies and site data anytime in your browser settings.

How we keep your data safe

The firm applies reasonable safeguards to protect your information from unauthorized access. However, no method of internet transmission is completely secure, and we cannot guarantee absolute safety.

Updates to this policy

We may update this privacy policy as our practices change or as the law requires. The current version always appears on this page. Your continued use of the site after changes are posted means you accept the updated terms.

Get in touch

The firm, 1355 North Harbor Drive, San Diego, CA 92101, United States. Use the request form on this site to send us a message about your privacy or data.

Terms of Use

By visiting and using firstispremier.com, you agree to these terms. If you don't agree, please don't use the site.

What this content is and isn't

Everything on this site is general information and educational material. It is not an individual investment, tax, or legal recommendation tailored to your circumstances. First Premier Bank is not offering to buy or sell any securities. Before making any financial decision, consult a qualified investment, tax, or legal professional about your specific situation.

The risks of investing

Investing involves risk, including the possible loss of principal. Past performance is no guarantee of future results. Any examples shown are hypothetical and do not represent actual investment returns or guaranteed outcomes.

Who owns the name, logo, and content

The the firm name, logo, and all content on this site—including text, images, design, and layout—belong to the firm. You may not copy, download, reproduce, modify, or republish any of it without our written permission.

Links to other websites

This site contains links to third-party websites. The firm is not responsible for the content, accuracy, or privacy practices of those external sites. We encourage you to read their policies before you use them.

What we're not liable for

To the extent the law permits, the firm is not liable for any damages, losses, or harm that result from your use of this site or reliance on its content—including lost profits, data loss, or personal injury.

Changes to these terms

The firm may update these terms at any time by revising this page. Your continued use of the site after changes are posted indicates your acceptance of the new terms.

Disclosures

First Premier Bank, LLC offers general information about financial planning and investment strategies on firstispremier.com. Please read the following disclosures carefully.

This is general information, not personal advice

The content on this site is general information only and does not take into account your personal financial goals, circumstances, or needs. It is not a substitute for personalized guidance. The firm offers services only in jurisdictions where we are permitted to do so by law.

Risk and performance

All investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit or protect against losses in a declining market. Past performance is no guarantee of future results.

About the numbers on this site

As of 10/19/2026, the firm serves 426,000 clients and manages $3.2 billion in client assets. These figures may change, and more current information is available upon request.

We don't provide tax or legal advice

The firm does not offer tax or legal advice. For questions about how any strategy affects your taxes or legal position, consult a tax professional or attorney.

Asking for information costs nothing and creates no obligation

Requesting information through this site is free and does not establish a formal client relationship with the firm. It simply opens a conversation.

Where services are available

The firm's services are offered only where permitted by law. Contact us to learn whether we can serve your situation in your state.

Policies · First Premier Bank, LLC · 1355 North Harbor Drive, San Diego, CA 92101, United States

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