Privacy Policy

Effective Date: June 1st, 2024

Core Financial Management (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [core-financialmanagement.com], including any other media form, media channel, mobile website, or mobile application related or connected thereto (collectively, the “Site”).

Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the Site.

  1. Information We CollectWe may collect information about you in a variety of ways. The information we may collect on the Site includes:

Personal Data Personally identifiable information, such as your name, email address, and phone number, that you voluntarily give to us when you fill out a form to register for our free Retirement 101 class or otherwise interact with the Site. This information is stored securely within our CRM system (Go High Level).

Derivative Data Information our servers automatically collect when you access the Site, such as your IP address, browser type, operating system, access times, and the pages you have viewed directly before and after accessing the Site.

Cookies and Tracking Technologies We may use cookies, web beacons, tracking pixels, and other tracking technologies on the Site to help customize the Site and improve your experience. This may include third-party analytics tools such as Google Analytics.

  1. Use of Your InformationWe use the information we collect to:
  • Register you for our free Retirement 101 class
  • Communicate with you regarding your class registration or follow-up consultations
  • Provide, operate, and maintain our website
  • Improve, personalize, and expand our website
  • Understand and analyze how you use our website
  • Send periodic emails and updates
  • Prevent fraudulent activity
  • Comply with legal obligations
  1. Disclosure of Your InformationWe may share information we have collected about you in certain situations. Your information may be disclosed as follows:
  • By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process or to protect the rights, property, and safety of others.
  • Business Transfers: We may share or transfer your information in connection with a merger, sale of company assets, financing, or acquisition of all or a portion of our business.
  • Service Providers: We may share your information with third-party vendors and service providers, such as Go High Level (our CRM provider), who perform services for us or on our behalf.
  1. Security of Your InformationWe use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that no method of transmission over the Internet or method of electronic storage is 100% secure.
  2. Your Privacy Rights (California Residents)If you are a resident of California, you have the right under the California Consumer Privacy Act (CCPA) to:
  • Know what personal data we collect about you
  • Request deletion of your personal data
  • Opt-out of the sale of your personal data (note: we do not sell your personal information)

To exercise these rights, please contact us using the information provided below.

  1. Policy for ChildrenWe do not knowingly solicit information from or market to children under the age of 13. If you become aware of any data we have collected from children under age 13, please contact us immediately.
  2. Changes to This Privacy PolicyWe may update this Privacy Policy from time to time. We will notify you of any changes by updating the “Effective Date” of this Privacy Policy. You are encouraged to review this Privacy Policy periodically to stay informed.
  3. Contact UsIf you have questions or comments about this Privacy Policy, or would like to exercise your rights under the CCPA, please contact us at:

Core Financial Management
30101 Agoura Ct Ste 205, Agoura Hills, CA 91301
Email: info@core-financialmanagement.com
Phone: 805-551-