Financial Planning Association of San Francisco (FPA of San Francisco) is committed to protecting the privacy and security of your personal information. This Privacy Policy explains how we collect, use, and disclose personal information when you visit our website, https://fpasf.org, interact with our services, and use the features we offer. It also outlines your choices regarding your personal information and the communication preferences you may set.
Who We Are
FPA of San Francisco (“we”, “our”, or “us”) is a chapter of the Financial Planning Association (FPA), a 501(c)(6) non-profit organization. Our website, www.fpasf.org, serves the San Francisco financial planning community and is affiliated with the parent site www.financialplanningassociation.org.
Information We Collect
We may collect the following types of personal information when you interact with our Site, request services, or communicate with us:
Identifying Information:
- Name
- Email address
- Phone number
- Mailing address
Technical Information:
- IP address
- Browser type and version
- Device information (e.g., mobile or desktop)
- Pages viewed on our website
- Time spent on specific pages and overall website interaction (for analytics purposes)
Other Information:
Any other details you choose to provide when interacting with our contact forms or customer service.
How We Use Your Information
We may use the personal information we collect for various purposes, including:
- To provide and maintain our services.
- To communicate with you, including responding to your inquiries and providing customer support.
- To send you updates, reminders, and other essential communications.
- Event registration, follow-up, or updates.
- To personalize your experience on our Site and offer tailored financial advice or planning services.
- To ensure compliance with applicable legal and regulatory obligations.
- To detect and prevent fraud or abuse.
- To improve our website’s functionality and user experience through cookies and analytics.
Consent for Communication
By submitting the contact form and checking the consent box, you consent to receive communications from FPA of San Francisco through SMS, phone calls, emails, or other mediums related to our services, events, updates, reminders, and other essential communications.
You can opt-in (subscribe) to communication or opt-out (unsubscribe) at any time. We respect your preferences, and you may change your communication choices whenever necessary. Mobile phone information or opt-in data collected will not be shared, sold, or disclosed to third parties or affiliates for marketing purposes.
Consent Breakdown by Communication Medium:
1. SMS Communications
By opting into SMS communication through the checkbox on our contact form, you agree to receive text messages from FPA of San Francisco. Message Frequency Varies. Standard message and data rates may apply. These messages may include:
- Service updates or reminders
- Appointment reminders and follow-ups
- Event registration or follow-up
- Tax filing reminders or deadlines
- Other relevant information that we believe may be of value to you
Opt-Out Instructions for SMS:
- To stop receiving text messages, reply “STOP” to any message we send you.
- Alternatively, you can opt out at any time by contacting us directly by email or on our website’s contact page.
- For more information or help with SMS communication, reply “HELP” to any message or contact us via email.
2. Phone Call Communications
By opting in to phone call communication, you consent to receive phone calls from FPA of San Francisco. These may include:
- Client onboarding calls or consultations
- Event registration or follow-up
- Updates or changes regarding your financial planning or events
- Tax filing status and reminders
- General service updates or feedback requests
Opt-Out Instructions for Phone Calls:
- You can request not to receive phone calls by contacting us directly through our website or phone number or by selecting the opt-out option in future communications.
- Please ensure your contact information is up-to-date to help us comply with your preferences.
3. Email Communications
By opting in to email communication, you agree to receive emails from FPA of San Francisco, which may include:
- Newsletters and updates
- Event registration or follow-up
- Tax reminders or information
- Reports, personalized advice, and updates related to your financial planning
- Other educational content and resources related to finance and taxes
Opt-Out Instructions for Emails:
- You may opt out of receiving marketing emails by clicking the “unsubscribe” link at the bottom of any email.
- Please contact us directly if you wish to stop receiving all communications, including important service-related emails.
Disclosure of Personal Information
We do not share your personal or financial information with companies, organizations, or individuals outside FPA of San Francisco and its parent organization Financial Planning Association, except in the following circumstances:
- With Your Consent: We will share your information only with your explicit consent for specific purposes.
- To Comply with Legal Obligations: We may disclose your information to comply with applicable laws, regulations, or legal processes, such as subpoenas, court orders, or government requests.
- To Enforce Our Policies: We may disclose your information to enforce our agreements, policies, and terms of service.
- To Protect Rights and Safety: We may disclose your information to protect our rights, property, or safety and the rights, property, or safety of others.
Please note that your financial and tax-related information is considered privileged and confidential. We do not disclose or share this data with third parties, except as required by law or with your express consent for specific services.
Data Security
We take appropriate measures to protect the security of your personal and financial information. These measures include:
- Using encryption for sensitive data transmission
- Limiting access to your personal information to authorized personnel only
- Implementing strong security protocols on our website and systems
- Regular security audits and updates to prevent unauthorized access
However, please note that while we make reasonable efforts to secure your information, no method of transmission over the Internet or method of electronic storage is entirely secure, and we cannot guarantee absolute security.
Payment Information (PCI DSS)
All online payments are securely processed via Stripe. FPA of San Francisco does not store or process credit card data directly. Stripe is PCI-DSS compliant and uses encryption to secure your information.
Cookies and Tracking Technologies
We use cookies and similar tracking technologies on our Site to enhance your experience. These technologies help us:
- Analyze how our website is used
- Improve functionality and performance
- Customize content and advertisements based on your preferences
Cookie Usage:
- We may use both session cookies (which expire when you close your browser) and persistent cookies (which remain on your device for a set period of time).
- You can manage or disable cookies through your browser settings. However, please note that disabling cookies may affect your experience on our Site.
Your Privacy Rights
Under CCPA/CPRA (for California residents), you have the right to:
- Know what data we collect, use, and share
- Request deletion of your data
- Opt out of the sale or sharing of personal data (Note: We do not sell your data)
- Non-discrimination for exercising privacy rights
Children’s Privacy
Our Site and services are not directed to children under the age of 13, and we do not knowingly collect personal information from children under 13. If you are a parent or guardian and believe that your child has provided us with personal information, please contact us so that we can take appropriate action to delete such information.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time. When we make changes, we will post the updated Privacy Policy on this page and update the “Last Updated” date at the top of the policy. We encourage you to review this Privacy Policy periodically for any updates or changes.
Disclaimer
The FPASF website is intended for professional use and informational purposes only. It should not be relied upon for investment advice. Any opinions expressed on this site are solely those of individual members, speakers, or contributors, and do not necessarily reflect the views of the Financial Planning Association (FPA) or FPA of San Francisco (FPASF).
Contact Us
If you have any questions or concerns about this Privacy Policy, or if you would like to update your preferences or opt out of communications, please contact us by submitting the contact form on our website or email us at info@fpasf.org.
