Effective Date: March 20, 2026

Last Updated: March 20, 2026

1. INTRODUCTION

Welcome to Financial Architects, Inc. ("we," "us," or "our"). We are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, financialarchitects.com, and when you engage with our professional services.

2. INFORMATION WE COLLECT

We collect information that identifies, relates to, describes, or could reasonably be linked, directly or indirectly, with a particular consumer or household ("Personal Information").

A. Information Collected via Website

When you contact us through our website, we collect:

Identifiers: Name, email address, and phone number.

Internet/Electronic Activity: IP address, browser type, and browsing behavior via cookies and tracking pixels (Google Analytics, Meta/Facebook Pixels).

B. Information Collected Post-Contact (Offline)

Once a professional relationship is established, we may collect sensitive information necessary to provide financial services, including:

Sensitive Identifiers: Social Security Numbers (SSN), Driver’s License numbers, or other government IDs.

Financial Information: Bank account numbers, assets, income, and investment history.

3. HOW WE USE YOUR INFORMATION

We use the information we collect for the following business purposes:

To respond to your inquiries and provide requested financial services.

To communicate with business partners and third-party service providers to fulfill product/service requirements.

To analyze website traffic and improve user experience (via Google Analytics and Search Console).

To deliver targeted marketing and track ad performance (via Meta Pixels).

To manage client relationships using cloud-based CRM tools.

4. DISCLOSURE OF YOUR INFORMATION

We do not sell your personal information to third parties.

We may disclose your information to "Service Providers" or "Contractors" (such as cloud storage providers, CRMs, or financial product partners) solely to perform business functions on our behalf. These parties are contractually obligated to keep your information confidential.

5. CALIFORNIA-SPECIFIC DISCLOSURES (CCPA/CPRA)

Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), California residents have specific rights:

Right to Know: You may request a list of the categories of personal information we have collected and the specific pieces of information held.

Right to Delete: You may request that we delete personal information collected from you (subject to legal exceptions, such as tax or financial record-keeping laws).

Right to Correct: You may request that we correct inaccurate personal information.

Right to Opt-Out of Sharing: While we do not "sell" data for money, the use of tracking pixels may be considered "sharing" for cross-contextual advertising. You may opt-out by adjusting your browser settings or contacting us.

Right to Limit Use of Sensitive Information: You may request that we limit the use of your SSN or financial data to only what is necessary to perform our services.

"Do Not Sell or Share My Personal Information": To exercise your rights, please email [email protected] or call (626) 844-1195.

6. DATA RETENTION

We retain your personal information for as long as your account is active or as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations (such as financial industry record-keeping requirements), resolve disputes, and enforce our agreements.

7. DATA SECURITY

We implement industry-standard security measures, including encryption and secure cloud-based storage, to protect your sensitive data. However, no electronic transmission or storage is 100% secure; we cannot guarantee absolute security.

8. GENERAL PROVISIONS (FOR NON-CALIFORNIA RESIDENTS)

We provide the same high standard of data privacy to all visitors regardless of geographic location. We will never use your data in a manner inconsistent with the original purpose of collection without your explicit consent.

9. CONTACT INFORMATION

For questions or to exercise your privacy rights, please contact us at:

Financial Architects, Inc.

260 S. Los Robles Ave, Suite #217

Pasadena, CA 91101

Phone: (626) 844-1195

Email: [email protected]