PRIVACY NOTICE

Last updated: December 7, 2023

This privacy notice for Kelly O’Connor Financial (“we,” “us,” or “our”) outlines how and why we collect, store, use, and share your information when you use our services (“Services”). Your understanding of this notice is crucial for comprehending your privacy rights and choices. If you disagree with our policies and practices, kindly refrain from using our Services.

SUMMARY OF KEY POINTS

• Personal Information Collection: We process personal information based on your interactions with us, the Services used, and your choices.
• Sensitive Personal Information: We do not process sensitive personal information.
• Information from Third Parties: We may receive information from various sources such as databases, marketing partners, and social media platforms.
• Information Processing: We process your information to improve Services, communicate, ensure security, and comply with laws.
• Sharing Personal Information: We may share information in specific situations and with specific third parties.
• Privacy Rights: You may have certain rights depending on your location. Learn more about your privacy rights.
• Exercising Your Rights: You can submit a data subject access request or contact us to exercise your rights.

WHEN AND WITH WHOM DO WE SHARE YOUR PERSONAL INFORMATION?

We will not share your personal information except in connection to:

• Business Transfers: In connection with mergers, acquisitions, or company asset sales.

DO WE USE COOKIES AND OTHER TRACKING TECHNOLOGIES?

We utilize cookies and similar technologies to collect and store information. Refer to our Cookie Notice for detailed information on usage and how to manage cookies.

HOW DO WE HANDLE YOUR SOCIAL LOGINS?

If you register using social media accounts, we may access specific information about you. This information will only be used for Services-related purposes mentioned in this notice.

IS YOUR INFORMATION TRANSFERRED INTERNATIONALLY?

Your information may be transferred, stored, and processed in countries different from your own. We ensure necessary measures to protect your information according to this notice and applicable law.

HOW LONG DO WE KEEP YOUR INFORMATION?

We retain your information for as long as necessary to fulfill the purposes outlined in this notice or as required by law.

DO WE COLLECT INFORMATION FROM MINORS?

We do not knowingly collect or market to children under 18 years of age. If such data is discovered, we promptly delete it upon request.

WHAT ARE YOUR PRIVACY RIGHTS?

You can review, change, or terminate your account at any time. Withdrawal of consent does not affect prior lawful processing.

CONTROLS FOR DO-NOT-TRACK FEATURES

We do not currently respond to Do-Not-Track browser signals. Future compliance with any adopted standards will be communicated in an updated notice.

DO WE MAKE UPDATES TO THIS NOTICE?

We update this notice as necessary to comply with relevant laws. Material changes will be notified to you directly or through prominent notices.

HOW CAN YOU CONTACT US ABOUT THIS NOTICE?

For inquiries or comments about this notice, contact us via post at:

2057 Cactus Bloom Ct., Castle Rock, Colorado, United States 80109

HOW CAN YOU REVIEW, UPDATE, OR DELETE THE DATA WE COLLECT FROM YOU?

Based on applicable laws, you may request access, changes, or deletion of your personal information by submitting a data subject access request.