Essential Trust Financial (“we,” “us,” or “our”) respects your privacy. This policy explains what information we collect through www.etrustfin.com (the “Site”), how we use it, and the choices you have. It applies to this website only, not to any third-party site we may link to.
Information We Collect
We collect information in two ways:
- Information you provide directly. If you sign up for our newsletter, register for an event or workshop, or submit a form on this Site, we collect what you enter, such as your name, email address, and phone number.
- Information collected automatically. Like most websites, we may collect basic technical information, such as your browser type and general usage of the Site, and we use your browser’s local storage to remember simple preferences (for example, whether you have already seen and closed our newsletter pop-up). If we add analytics or advertising tools in the future, such as Meta Pixel or Google Analytics, we will update this policy to describe what those tools collect.
We do not knowingly collect information from children. Content on this Site regarding child-related savings or planning topics is intended for parents, guardians, and other adults, not for use by children.
How We Use Your Information
- To respond to inquiries and provide the information you requested
- To send you newsletters, event details, and reminders you signed up for
- To improve this Site and the content we provide
- To comply with legal and regulatory obligations applicable to our firm
We do not sell your personal information.
Third-Party Services We Use
We use the following third-party services to operate this Site and manage client and prospect communications. Each has its own privacy practices, which we encourage you to review:
- HubSpot – our customer relationship management (CRM) and marketing platform. Information submitted through our newsletter sign-up or event registration forms is stored in HubSpot.
- Vercel – our website hosting provider.
Cookies and Similar Technologies
This Site uses limited browser storage (such as local storage) for basic functionality, like remembering that you closed our newsletter pop-up so it does not reappear on every visit. We do not currently use third-party advertising cookies or tracking pixels on this Site. If that changes, for example if we begin running social media advertising that includes a tracking pixel on this Site, we will update this policy accordingly.
Your Choices and Rights
You may unsubscribe from our newsletter at any time using the unsubscribe link included in any email we send. California residents have additional rights under the California Consumer Privacy Act (CCPA), including the right to know what personal information we have collected about you, the right to request deletion of that information, and the right to opt out of the sale of personal information (which, again, we do not do). To exercise any of these rights, contact us using the information below.
Data Retention and Security
We retain the information you provide for as long as reasonably necessary for the purposes described in this policy, or as required by applicable recordkeeping obligations for financial services firms. We use reasonable administrative and technical safeguards to protect your information, but no method of transmission or storage over the internet is completely secure, and we cannot guarantee absolute security.
Changes to This Policy
We may update this policy from time to time. The “Last updated” date at the top of this page reflects the most recent revision. Continued use of the Site after any changes constitutes acceptance of the updated policy.
Contact Us
If you have questions about this Privacy Policy or how we handle your information, contact us at Info@etrustfin.com or 895 Dove St, 3rd Floor, Newport Beach, CA 92660.
This page is provided for general informational purposes and is not a substitute for legal advice. We recommend having this policy reviewed by an attorney to confirm it meets your specific legal and regulatory obligations.