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Terms of Service

1. Acceptance of Terms

By accessing or using this website (“Site”), you agree to be bound by these Terms & Conditions (“Terms”) and all applicable laws and regulations. If you do not agree with these Terms, you must discontinue use of the Site.

2. About the Firm

Diamond Mountain Financial (“Company,” “we,” “us,” or “our”) is a financial advisory firm operating in the State of California (CA).

Licensing Information:

  • Registered Investment Adviser: Emerson Equity LLC. Securities and investment advisory services are offered through Emerson Equity LLC, Member FINRA/SIPC and a Registered Investment Adviser. Our advisors are Registered Representatives and Financial Advisors of Emerson Equity LLC. Emerson Equity LLC is not otherwise affiliated with Diamond Mountain Financial LLC or any other entity identified herein. All investing involves risk. Past performance is not indicative of future results.
  • Insurance: Jonathan Pop, CA Insurance Number 4261127 · Andrew Roberson, CA Insurance Number 0E70290. Insurance products and annuities are offered through Tarkenton Financial.

Registration with a regulatory body does not imply a certain level of skill or training.

3. No Investment, Legal, or Tax Advice

The content on this Site is for informational purposes only and should not be considered:

  • Financial advice
  • Investment recommendations
  • Legal or tax advice
  • An offer to buy or sell any financial product

Any decisions you make based on the information provided are at your own risk. Always consult with qualified financial, legal, or tax professionals before making decisions.

4. No Client–Advisor Relationship Created

Use of this Site does not create a financial advisory relationship. A formal client relationship begins only after:

  • Both parties sign a written advisory agreement; and
  • Required disclosures are delivered (e.g., Form ADV, privacy notices).

5. Eligibility

You must be at least 18 years old to use this Site. Use by California residents is subject to compliance with all California laws and regulations.

6. Third-Party Links and Services

This Site may contain links to third-party websites or tools. These are provided for convenience only. We do not endorse or assume liability for third-party content, security, or privacy practices.

7. Intellectual Property

All content, including logos, graphics, text, and software, is owned by or licensed to the Company and protected by U.S. and international copyright and trademark laws.

Users may not:

  • Copy or redistribute Site content
  • Use trademarks without written permission
  • Reverse engineer any part of the Site

You may download or print materials for personal, non-commercial use only.

8. User Responsibilities

You agree not to:

  • Use the Site for unlawful or fraudulent purposes
  • Attempt to gain unauthorized access to systems or data
  • Upload malicious code or engage in disruptive behavior
  • Misrepresent your identity

We may suspend or terminate access if misuse is suspected.

9. Privacy and Data Protection

We comply with applicable California privacy laws, including CalOPPA and the California Consumer Privacy Act (CCPA)/California Privacy Rights Act (CPRA) where applicable.

Our data policies are described in our Privacy Policy, which outlines:

  • Categories of personal information collected
  • How information is used and shared
  • California residents’ rights (access, deletion, correction, opt-out of sale/sharing)
  • Do-Not-Track disclosures (required under CalOPPA)

By using the Site, you consent to the collection and use of your information as described in the Privacy Policy.

10. Electronic Communications

By submitting information through the Site (including forms or email), you consent to receive electronic communications from us. These communications may include educational content, service-related information, or marketing messages (subject to opt-out rights).

11. Disclaimers

“As-Is” Information

The Site and its content are provided “as is” and “as available.” We disclaim all warranties, express or implied, including fitness for a particular purpose and non-infringement.

Market and Financial Risk

Past performance is not indicative of future results. Investments may lose value.

Accuracy of Information

While we strive to keep information up to date, we do not guarantee accuracy, completeness, or timeliness.

12. Limitation of Liability

To the fullest extent permitted by California law, the Company is not liable for:

  • Losses or damages arising from your use of the Site
  • Technical errors, outages, or security breaches beyond our control
  • Decisions made based on Site content

Our total liability shall not exceed the amount you paid, if any, to access the Site.

Note: California law prohibits the limitation of liability for certain types of harm (e.g., fraud, willful misconduct). Nothing in these Terms overrides those protections.

13. Indemnification

You agree to indemnify and hold harmless the Company and its affiliates from any claims, damages, or expenses arising from your misuse of the Site or violation of these Terms.

14. Modifications to the Site or Terms

We may update the Site or modify these Terms at any time. Continued use after updates constitutes acceptance of the revised Terms.

15. Governing Law & Dispute Resolution

These Terms are governed by the laws of the State of California.

Any disputes will be resolved through:

  • Negotiation first; and then
  • Binding arbitration in California, unless prohibited by law.

California residents retain all rights provided by state law.

16. Severability

If any provision is deemed unenforceable, the remaining provisions remain in effect.

17. Contact Information

For questions regarding these Terms or our services, contact:

Diamond Mountain Financial
Serving clients virtually, nationwide · Based in the greater Sacramento, CA area
Email: team@diamondmountainfinancial.com
Phone: (916) 546-8228
Licensing & Compliance Contact: team@diamondmountainfinancial.com