Effective Date: January 1, 2025
Last Updated: January 1, 2025
CONFIDENTIAL ADVISORS INC ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
1. Information We Collect
We may collect the following categories of personal information:
- Personal Identifiers: Name, email address, phone number, and mailing address.
- Financial Information: Information related to your financial goals and needs as shared during consultations.
- Communications Data: Records of your correspondence with us, including emails and form submissions.
- Device and Usage Data: IP address, browser type, operating system, and website interaction data collected through cookies and similar technologies.
2. How We Use Your Information
We use the information we collect to:
- Provide, operate, and maintain our services
- Respond to your inquiries and fulfill your requests
- Send you promotional communications, including SMS messages, where you have provided consent
- Improve our website and service offerings
- Comply with legal obligations and protect our rights
3. SMS/Text Messaging
If you opt in to receive SMS messages from CONFIDENTIAL ADVISORS INC, you consent to receive recurring promotional text messages at the phone number provided. Messages may be sent using an Automatic Telephone Dialing System (ATDS). Consent is not a condition of any purchase. Message and data rates may apply. Message frequency varies.
You may opt out at any time by replying STOP to any message. For help, reply HELP or contact us at derek@confidential-advisors.com.
All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes.
4. Information Sharing and Disclosure
We do not sell your personal information. We may share your information with:
- Service Providers: Third parties who perform services on our behalf, such as payment processing, data hosting, and analytics.
- Legal Requirements: When required by law, subpoena, or other legal process.
- Business Transfers: In connection with a merger, acquisition, or sale of assets.
We do not use an ATDS or any automated system to distribute opt-in information to third parties.
5. Data Security
We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure.
6. Your Rights
Depending on your jurisdiction, you may have the right to:
- Access, correct, or delete your personal information
- Opt out of certain data processing activities
- Withdraw consent at any time
- Lodge a complaint with a supervisory authority
7. Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance your experience. You can control cookie settings through your browser preferences.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of those sites and encourage you to review their privacy policies.
9. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children.
10. Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date. Your continued use of our services after changes are posted constitutes acceptance of the revised policy.
11. Contact Us
If you have questions about this Privacy Policy, please contact us:
- Email: derek@confidential-advisors.com
- Address: 8077 Benevento Dr, El Dorado Hills, CA 95762