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Privacy Policy

Last updated: June 12, 2024

This privacy notice for Chief Financial Partners (“we,” “us,” or “our”) describes how and why we may collect, store, use, and/or share your information when you use our services.

  • Visit our website at https://chieffp.com/
  • Engage with us in other related ways, including sales, marketing, or events

Questions or concerns? If you do not agree with our policies and practices, please do not use our services. Contact us at operations@chieffp.com.

Summary of Key Points

This summary provides key points from our Privacy Policy. Use the Table of Contents below to find specific sections.

  • Personal Information: We collect information you voluntarily provide.
  • Sensitive Information: We do not process sensitive personal information.
  • Third-Party Sources: We may collect information from public databases and partners.
  • Information Use: Used to provide, improve, and secure our services.
  • Your Rights: Rights vary depending on location.

Table of Contents

  1. What Information Do We Collect?
  2. How Do We Process Your Information?
  3. When and With Whom Do We Share Information?
  4. Cookies & Tracking Technologies
  5. How Long We Keep Information
  6. How We Keep Information Safe
  7. Information From Minors
  8. Your Privacy Rights
  9. How to Contact Us

1. What Information Do We Collect?

Personal Information You Provide

We collect personal information you voluntarily provide when you contact us or use our services.

  • Name
  • Email address
  • Phone number
  • Service inquiries or comments

All information must be accurate and kept up to date.

Information From Other Sources

We may collect limited information from public databases, marketing partners, and social media platforms.

2. How Do We Process Your Information?

We process information to:

  • Provide and manage our services
  • Respond to inquiries
  • Send administrative communications
  • Improve our website and marketing
  • Comply with legal obligations

No mobile information is shared with third parties for marketing purposes.

3. When and With Whom Do We Share Information?

We may share information in limited situations such as:

  • Business transfers (mergers, acquisitions)
  • Legal or regulatory compliance

4. Cookies and Tracking Technologies

We may use cookies and similar technologies to enhance user experience and analyze site performance.

You may opt out of Google Analytics tracking at: https://tools.google.com/dlpage/gaoptout

5. How Long Do We Keep Information?

We retain personal information only as long as necessary or legally required.

6. How Do We Keep Information Safe?

We use reasonable technical and organizational safeguards, but no system is 100% secure.

7. Information From Minors

We do not knowingly collect data from children under 18.

8. What Are Your Privacy Rights?

Your rights depend on your location and may include access, correction, or deletion of your data.

How to Contact Us

If you have questions about this Privacy Policy, contact us at:

operations@chieffp.com