Privacy Policy

Last Updated: June 2026

Information We Collect

When you use our contact form or schedule a consultation, we may collect your name, email address, phone number, and the content of your message. We collect this information solely to respond to your inquiry and provide the services you've requested.

How We Use Your Information

Your personal information is used exclusively to: respond to your inquiries, schedule and conduct consultations, provide financial services you've requested, and comply with legal and regulatory obligations. We do not sell, rent, or share your personal information with third parties for marketing purposes.

Data Security

We implement reasonable security measures to protect your personal information from unauthorized access, use, or disclosure. However, no method of electronic transmission or storage is 100% secure.

Cookies & Analytics

This website may use cookies and similar technologies to improve your browsing experience. These do not collect personal financial information.

Your Rights

Under the California Consumer Privacy Act (CCPA), you have the right to know what personal information we collect, request deletion of your data, and opt out of any sale of personal information (we do not sell your data). To exercise these rights, contact us at [email protected].

Contact

For questions about this Privacy Policy, contact Sonya Vargas at [email protected].