This privacy notice for Stefan Financial and Management LLC. (“Company”), describes how and why we might collect, store, use, and/or share (“process”) your information when you use our services (“Service”), such as when you:
- Visit our website or any website of ours that links to this privacy notice;
- Engage with us in other related ways, including any sales, marketing, or events.
Questions or concerns? Reading this privacy notice will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us by filling the form on our contact us page.
The Company follows these principles in collecting and managing personal information:
- We collect personal information on individuals only as allowed by law. We limit the collection of personal information to what is relevant and necessary to accomplish a lawful purpose of the Company. Personal information, as defined in the Information Practices Act, is information that identifies or describes an individual including, but not limited to, name, Social Security number, physical description, home address, home telephone number, education, financial matters, and medical or employment history.
- We collect e-mail addresses to fulfill Subscription Requests. We use an individual’s email address to send them subscription materials, e.g., newsletters; they have elected to receive via Constant Contact. They may subscribe or unsubscribe at any time. We will not give or sell email addresses to third parties.
- We do not collect home, business, or account information from persons who simply browse our website. The Company only collects personal information about individuals through our website if an individual provides such information to the Company voluntarily.
- We collect some information automatically when you visit our website. The information that the Company automatically collects includes the domain name or Internet Protocol address that relates to the machine used to access the Company’s website, the type of browser and operating system used, the date and time when the website is visited, and web pages displayed.
- We use Google Analytics to help improve our website. The Company uses Google Analytics to help understand how visitors interact with our website so that the site can be improved. For your convenience a link to Google’s security and privacy policies is provided. You can choose not to have your data used by Google Analytics by downloading their opt-out browser add-on.
- We use session cookies on our website. Whenever someone visits our website, a small piece of information called a cookie can be sent to their computer. The main purpose of a cookie is to identify and customize webpages for them. For example, cookies are used by some sites to greet you personally, to post a list of your favorite books to purchase, to remember what you had in your shopping basket the last time you visited. We may place and later retrieve cookies that identify you and your computer to our website. Cookies do not contain personal or confidential information about you and will only be used to monitor activity on our website.
- We strive in each instance to tell people who provide personal information to the Company the purpose for which the information is collected. At the time of collection, we also strive to tell persons who are asked to provide personal information about the general uses that we may make of that information.
- We use information security safeguards. We take reasonable precautions to protect the personal information collected or maintained by the Company against loss, unauthorized access, and illegal use or disclosure. The Company uses encryption to protect the security of individuals’ personal information during transmission of such information through the Company’s Website. Such personal information is stored by the Company in secure locations. The Company’s staff is trained on procedures for the management of personal information, including limitations on the release of information. Access to personal information is limited to those members of the Company’s staff whose work requires such access. Confidential information is destroyed according to the Office’s records retention schedule. The Company’s conducts training sessions to ensure that proper information management policies and procedures are understood and followed. The Company’s requires all individuals to use appropriate safeguards and to follow secure computing practices.
E-Updates Information
For E-Updates information, we collect e-mail addresses to fulfill subscription requests. We use an individual’s email address to send them subscription materials (e.g., newsletters) that they have elected to receive via Constant Contact. They may subscribe or unsubscribe at any time. We will not give or sell these email addresses to third parties.
Please note that our privacy policy reflects the Company’s current business practices and is subject to change without notice.
If you have any questions or would like additional information regarding the Company’s privacy policy, you may contact us by filling the form on our contact us page. .
Last updated: May 2023