Privacy Policy

Effective Date: 03/20/2025

Introduction

Barone Management LLC ("we," "our," or "us") is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and protect your personal information when you use our financial consulting services. We comply with the California Consumer Privacy Act (CCPA) and other applicable laws to ensure your privacy is respected.

1. Information We Collect

We may collect the following types of personal information:

Personal Identifiers: such as your name, email address, phone number, and postal address.
Financial Information: such as account numbers, income, and other financial data necessary for providing consulting services.
Business Information: such as your company name, industry, and other details related to your business or financial situation.
Internet Activity Information: including your IP address, browser type, and interactions with our website.
Employment Information: if applicable, such as your job title and professional background.

2. How We Use Your Information

We may use the information we collect for the following purposes:

To provide financial consulting services to you.
To communicate with you regarding your inquiries and our services.
To improve and personalize our services.
To comply with legal obligations and prevent fraud.
To respond to your requests and enforce our agreements.

3. Sharing Your Information

We may share your personal information in the following circumstances:

With Service Providers: We may share your information with third-party vendors who assist us in providing services (e.g., IT support, payment processors, etc.).
For Legal Compliance: We may disclose your information when required by law or in response to legal requests, including subpoenas, court orders, or government investigations.
Business Transfers: In the event of a merger, acquisition, or asset sale, your personal information may be transferred.

4. Your Rights Under the CCPA

As a resident of California, you have specific rights regarding your personal information under the CCPA:

Right to Know: You may request access to the personal information we collect about you, including categories of information and the sources from which it was collected.
Right to Delete: You may request that we delete the personal information we have collected about you, subject to certain exceptions.
Right to Opt-Out: You have the right to opt-out of the sale of your personal information. Currently, we do not sell personal information to third parties.
Right to Non-Discrimination: We will not discriminate against you for exercising your rights under the CCPA.

To exercise any of these rights, please contact us at jesse@baronemanagementllc.com or (279) 977-1478. We may need to verify your identity before processing your request.

5. Data Security

We use reasonable administrative, technical, and physical measures to protect the personal information we collect from loss, misuse, and unauthorized access. However, no method of transmission over the internet or electronic storage is 100% secure, and we cannot guarantee the absolute security of your data.

6. Third-Party Websites

Our website may contain links to third-party websites that are not operated or controlled by us. This Privacy Policy does not apply to such third-party websites. We encourage you to review the privacy policies of any third-party sites you visit.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the revised policy will be effective as of the "Effective Date" at the top of this page. We encourage you to review this policy periodically to stay informed about how we are protecting your information.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Barone Management LLC
P.O. Box 1491, Sacramento, CA 95814
(279) 977-1478
jesse@baronemanagementllc.com