Privacy Policy

Our Privacy Commitment

At dramyrosenix, we take your privacy seriously and are committed to protecting your personal information while providing valuable financial planning consultations.

This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

Information We Collect

We collect information you provide directly and automatically through your use of our website:

  • Contact information including name, email address, and phone number
  • Financial information you share during consultations for planning purposes
  • Communication records including emails, messages, and consultation notes
  • Website usage data including IP address, browser type, and pages visited

How We Use Your Information

We use collected information for the following purposes:

  • Providing personalized financial planning consultations and recommendations
  • Communicating about appointments, services, and relevant financial information
  • Improving our website functionality and service quality
  • Complying with legal requirements and protecting our legitimate business interests

Legal Basis for Processing

We process your personal information based on the following legal grounds:

Primary Legal Basis:: We process your data based on your consent for marketing communications and legitimate interest for providing our financial planning services

Information Sharing and Disclosure

We do not sell your personal information. We may share information in these limited circumstances:

  • With service providers who assist in delivering our services under strict confidentiality agreements
  • When required by law, legal process, or to protect our rights and safety
  • In connection with a business transfer, merger, or acquisition (with notice to affected users)

Data Security Measures

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no internet transmission is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal information:

  • Access to the personal information we hold about you
  • Correction of inaccurate or incomplete information
  • Deletion of your personal information (subject to legal retention requirements)
  • Portability of your data and withdrawal of consent for marketing communications

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience and analyze usage patterns.

For detailed information about our cookie practices, please review our Cookie Policy Cookie Policy

Data Retention Periods

We retain your personal information only as long as necessary to provide our services, comply with legal obligations, and resolve disputes. Consultation records are typically retained for seven years for professional and regulatory compliance.

Children's Privacy Protection

Our services are designed for adults and we do not knowingly collect personal information from children under 13. If we become aware of such collection, we will delete the information promptly.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. We will notify you of significant changes and post updates on this page with a revised date.

Contact Us About Privacy

If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us at contact@dramyrosenix.com or +1-755-915-894.

Email:: contact@dramyrosenix.com

Phone:: +1-755-915-894

Address:: 425 Market Street, San Francisco, CA 94105

Last Updated:: September 8, 2025