Privacy Policy

Who we are

Our website address is: https://charisadvisors.com.

Information we collect

We collect information you voluntarily submit through forms on this site, including your name, email address, and any other details you provide when scheduling a call or submitting an inquiry.

Cookies

This site uses cookies for basic analytics and performance tracking. These cookies do not collect personally identifiable information.

Who we share your data with

We do not sell or share your personal data with third parties except as necessary to respond to your inquiry or operate our website (e.g., our form and scheduling tools).

How long we retain your data

We retain form submission data only as long as necessary to respond to your inquiry or as required for legitimate business purposes.

What rights you have over your data

You may request to receive, correct, or delete any personal data we hold about you by contacting us at kimberly@charisadvisors.com.