Privacy Policy

1. Information We Collect

1.1 Personal Information

We may collect personal information that you voluntarily provide to us when you:

• Fill out contact forms or consultation request forms
• Subscribe to our newsletter or communications
• Request a proposal or engage our services
• Communicate with us via email, phone, or other channels
• Schedule meetings or consultations through our booking system

This information may include your name, email address, phone number, company name, job title, website URL, and project details or requirements.

1.2 Automatically Collected Information

When you visit our website, we may automatically collect certain information, including your IP address, browser type and version, operating system, pages visited and time spent on pages, referring website addresses, and device information.

1.3 Client Engagement Data

In the course of providing our fractional CFO, financial planning, and advisory services, we may have access to client business data, including business metrics and analytics, financial statements and forecasts, accounting and banking information, third-party service credentials provided for integration purposes, and engagement communication records. This data is handled according to the confidentiality provisions in our Terms & Conditions and any applicable client agreements.

2. How We Use Your Information

We use the information we collect to:

• Respond to your inquiries and provide client support
• Provide, maintain, and improve our services
• Process transactions and send related information
• Send communications, with your consent
• Schedule and conduct consultations and meetings
• Deliver financial reporting, forecasts, and advisory deliverables
• Analyze usage patterns to improve our website and services
• Comply with legal obligations
• Protect against fraudulent or unauthorized activity

3. SMS/Text Message Program

San Diego CFO Group offers an SMS/text message program to communicate with leads and clients regarding our services, appointments, and follow-ups.

3.1 Opt-In and Consent

By completing a web form on our website (such as a contact form, consultation request, or booking form) and providing your mobile phone number, you expressly consent to receive SMS/text messages from San Diego CFO Group. Your consent is obtained at the point of form submission and is not a condition of purchasing any goods or services.

3.2 Message Frequency

Message frequency varies based on your interactions with us. You may receive messages related to appointment confirmations and reminders, follow-up communications regarding your inquiry, service updates and notifications, and responses to your questions or requests. Typically, you may receive between 1–10 messages per month, depending on your level of engagement with our services.

3.3 Opting Out of SMS Messages

You may opt out of receiving SMS/text messages at any time by replying STOP to any message you receive, or by contacting us directly using the details in the Contact Us section below. After opting out, you will receive a confirmation message and will no longer receive SMS messages from us unless you opt in again.

3.4 Mobile Information Privacy

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. Information sharing to subcontractors in support services, such as customer service, is permitted. We take your mobile privacy seriously and your phone number will only be used for the purposes described in this policy.

3.5 Message and Data Rates

Standard message and data rates may apply depending on your mobile carrier and plan. San Diego CFO Group is not responsible for any charges incurred from your mobile carrier.

4. Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information with third-party vendors who perform services on our behalf (such as hosting providers, email services, analytics platforms, and scheduling tools), when required by law or legal process, or as part of a merger, acquisition, or sale of assets. Service providers are contractually obligated to protect your information.

5. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to remember your preferences, understand how you use our website, improve your browsing experience, and analyze website traffic and performance. You can control cookies through your browser settings; disabling cookies may affect your experience. We may use third-party analytics services (such as Google Analytics) that use cookies and similar technologies to collect and analyze information about website usage.

6. Data Security

We implement appropriate technical and organizational measures to protect your information, including encryption of data in transit and at rest, secure access controls and authentication, regular security assessments, and employee training on data protection. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Contact form submissions are retained for the duration of our business relationship plus 3 years; client engagement data for the duration of the engagement plus any contractually agreed period; analytics data for up to 26 months; and marketing communications until you unsubscribe.

8. Your Rights

Depending on your location, you may have the right to access, correct, or delete your personal information; request a copy of your data in a portable format; opt out of marketing communications; and withdraw consent where processing is based on consent. To exercise any of these rights, please contact us using the information below.

9. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these third parties and encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy

Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete that information.

11. International Data Transfers

If you are accessing our services from outside the United States, please be aware that your information may be transferred to, stored, and processed in the United States or other countries where our service providers operate. By using our services, you consent to such transfers.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the updated policy on our website with a new "Last Updated" date. Your continued use of our services after any changes indicates your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at:

San Diego CFO Group
Email: privacy@sdcfogroup.com
Web: sdcfogroup.com