Privacy Policy
Coastal CFO Advisors ("we," "us," "our") respects your privacy. This policy explains what information we collect when you visit coastalcfo.io, how we use it, and the choices you have.
The short version: We collect only what we need to operate the site, respond to inquiries, and understand our audience. We do not sell or rent your personal information to anyone.
Information we collect
- Information you give us. When you request our guide, book a call, or email us, you may share your name, email address, company, and anything you choose to include in a message.
- Automatic usage data. Like most websites, our hosting and analytics tools automatically record technical details such as your IP address, browser type, device, referring page, and the pages you view.
- Business-level visitor insights. We use a visitor-identification tool that may associate a visit with the company or organization a visitor appears to be connected to (based on network information), to help us understand which businesses are interested in our services.
How we use information
- To deliver requested materials (such as the Builder's Financial Visibility Guide).
- To respond to inquiries and schedule calls.
- To understand how the site is used and improve our content and services.
- To send occasional updates if you've opted in — you can unsubscribe at any time.
Third-party services
We rely on trusted third-party providers to run the site and our marketing — for example, website hosting and security, email sign-up and delivery, analytics and visitor insights, and search performance. These providers process data on our behalf under their own privacy policies, and only as needed to provide their service to us. If you'd like to know which specific providers we currently use, just contact us.
Cookies & tracking
We and our providers may use cookies and similar technologies to operate the site, remember preferences, and measure traffic. You can control or disable cookies in your browser settings; some features may not work as well if you do.
How we share information
We do not sell or rent your personal information. We share it only with the service providers above (so they can perform services for us), or when required by law, or to protect our rights. If our business is ever transferred, information may transfer as part of that transaction.
Your choices & rights
- You can unsubscribe from emails using the link in any message.
- You can ask us what personal information we hold about you, or request that we correct or delete it, by emailing us.
- Depending on where you live (for example, California residents under the CCPA/CPRA), you may have additional rights to access or delete your information and to opt out of certain processing. We honor these requests — just contact us.
Data retention & security
We keep information only as long as needed for the purposes above or as required by law, and we use reasonable safeguards to protect it. No method of transmission over the internet is 100% secure, so we can't guarantee absolute security.
Children's privacy
Our site is intended for business owners and is not directed to children under 13. We do not knowingly collect information from children.
Changes to this policy
We may update this policy from time to time. When we do, we'll revise the "Last updated" date above. Material changes will be reflected on this page.
Contact us
Questions about this policy or your information? Email info@coastalcfo.io.
Coastal CFO Advisors · Laguna Niguel, California