Privacy Policy

Effective Date: 3-17-2025

Welcome to Karla Peres Financial (“Company,”). Your trust is valued and your privacy is protected. This Privacy Policy explains how your information is collected, used, disclosed, and safeguarded when you visit the website, www.karlaperesfinancial.com, and any related services.

By using the website, you agree to the practices described in this policy.

Information is Collected

Personal Information

When you voluntarily provide it, it may be collected:

• Full name
• Email address
• Phone number
• Mailing address
• Financial information (when required for services)
• Any other information you choose to provide via forms, contact pages, or consultations

Automatically Collected Information

When you visit the website, it may be automatically collected:

• IP address
• Browser type
• Device information
• Operating system
• Pages visited and time spent on the site
• Referring website

We may use cookies and similar tracking technologies to collect this information.

How Your Information is Used

Your information is used to:

• Provide and manage financial services
• Respond to your inquiries and requests
• Send you relevant updates, newsletters, or promotional materials (only if you’ve opted in)
• Analyze website usage and improve user experience
• Ensure compliance with legal obligations and protect business interests

Sharing Your Information

Your personal information will not be sold, rented, or traded.

Information may be shared with:

• Trusted third-party service providers who assist in website operation, marketing, or service delivery (under strict confidentiality agreements)
• Regulatory or legal authorities if required by law
• In the event of a business transfer, merger, or acquisition, where your information may be part of transferred assets

Cookies and Tracking Technologies

Cookies are used to enhance your browsing experience. You can set your browser to refuse cookies or alert you when cookies are being used. However, disabling cookies may affect site functionality.

Data Security

Appropriate administrative, technical, and physical safeguards are implemented to protect your personal data from unauthorized access, misuse, or disclosure.

Third Party Links

The website may contain links to external websites. Karla Peres Financial is not responsible for the privacy practices or content of those third-party sites.

Your Privacy Rights

You may:

• Request access to or correction of your personal information
• Opt out of receiving marketing communications
• Request deletion of your data (subject to applicable legal requirements)

To exercise these rights, contact karlaperes@primerica.com

Changes to this Policy

This Privacy Policy may be updated occasionally. Any changes will be posted on this page with an updated “Effective Date.”

Contact

For any questions or concerns regarding this Privacy Policy, please contact:

Karla Peres Financial
Email: karlaperes@primerica.com
Phone: (904) 923-9025
Website: www.karlaperesfinancial.com

Children’s Privacy