Client Confidentiality and Privacy Notice

Your privacy is important to me. As a financial professional, I am committed to maintaining the confidentiality, integrity, and security of your personal information. I collect, use, and retain personal information solely for the purpose of providing you with financial advice and services.

Information Collection and Use

I collect personal information that you voluntarily provide to me during consultations, through forms on my website, or via other means of communication. This information may include your name, contact details, financial details, and other relevant data. I use this information to understand your financial needs and provide tailored advice and services.

Information Sharing and Disclosure

I do not share your personal information with third parties except as necessary to provide services, comply with legal obligations, or as expressly agreed by you. I ensure that any third parties with whom I share your information are bound by appropriate confidentiality and privacy obligations.

Data Security

I implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Your Rights

You have the right to access, correct, or delete your personal information held by me. You also have the right to restrict or object to certain types of data processing. If you wish to exercise these rights or have any questions about my privacy practices, please contact me.

Changes to This Notice

I may update this Client Confidentiality and Privacy Notice from time to time to reflect changes in my practices or legal requirements. I encourage you to review this notice periodically for any updates.

Contact Information

If you have any questions or concerns about this Client Confidentiality and Privacy Notice or my data handling practices, please contact me.