1. Information We Collect

When You Visit Our Website

Our website automatically gathers basic technical information including your IP address, browser type, device information, and pages you visit. This data helps us understand how visitors use our site and improve your experience.

When You Contact Us

If you request information about our services, schedule consultations, or become a client, we may collect:

• Contact details (name, email, phone, address)
• Financial information relevant to advisory services
• Professional background and investment objectives
• Communication preferences
• Any information you choose to share during consultations

Through Third Parties

We may receive information from:

• Financial institutions you've authorized us to contact
• Professional referral partners
• Data verification services
• Marketing platforms (with your consent)

2. How We Use Your Information

Providing Advisory Services

• Delivering personalized financial guidance
• Preparing investment recommendations
• Managing client relationships
• Processing service requests and communications

Improving Our Services

• Analyzing website performance and user behavior
• Developing new service offerings
• Enhancing client experience
• Conducting market research

Communication and Marketing

• Sending service updates and important notices
• Sharing relevant market insights and educational content
• Following up on inquiries and consultation requests
• Marketing our services (only with your permission)

Legal and Compliance

• Meeting regulatory requirements
• Responding to legal requests
• Protecting against fraud and security threats
• Maintaining required business records

3. Website Technology and Tracking

Cookies and Similar Technologies

Our website uses small data files called cookies to remember your preferences and improve functionality. These help us:

• Remember your settings between visits
• Understand which content interests you most
• Provide personalized recommendations
• Measure website performance

You can control cookie settings through your browser preferences. Disabling cookies won't prevent you from using our website, but some features may not work optimally.

Analytics and Measurement

We use analytics tools to understand visitor behavior and improve our website. This includes tracking:

• Page views and time spent on pages
• Click patterns and navigation paths
• Geographic location (general area only)
• Device and browser information

Opt-out options:

• Google Analytics: tools.google.com/dlpage/gaoptout
• Network Advertising Initiative: optout.networkadvertising.org

4. Information Sharing and Disclosure

We Never Sell Your Data

Centurion Advisers does not sell, rent, or trade personal information to third parties for their marketing purposes.

When We May Share Information

We only share your information in these specific circumstances:

Service Providers: Trusted companies that help us operate our business (technology providers, compliance services, administrative support) under strict confidentiality agreements.

Professional Partners: Other financial professionals involved in serving you (with your explicit consent).

Legal Requirements: Government agencies, courts, or law enforcement when required by law or to protect our legal rights.

Business Transfers: In the event of a merger, acquisition, or sale of our business (with advance notice to affected clients).

5. Data Security and Protection

We implement comprehensive security measures to protect your information:

Technical Safeguards

• Encrypted data transmission and storage
• Secure servers with restricted access
• Regular security assessments and updates
• Multi-factor authentication for sensitive systems

Administrative Controls

• Employee training on data privacy
• Limited access based on job responsibilities
• Confidentiality agreements with all staff
• Regular monitoring of data handling practices

Physical Security

• Secure office facilities
• Locked filing systems for paper records
• Controlled access to work areas
• Secure disposal of sensitive documents

6. Your Privacy Rights and Choices

Access and Control

You have the right to:

• Review what personal information we have about you
• Request corrections to inaccurate information
• Ask us to delete your information (subject to legal requirements)
• Opt out of marketing communications
• Request a copy of your data in portable format

Communication Preferences

You can modify your communication preferences at any time by:

• Using unsubscribe links in our emails
• Contacting us directly at privacy@centurionadvisers.com

California Residents - Enhanced Rights

If you're a California resident, you have additional rights under the California Consumer Privacy Act (CCPA):

Right to Know: Request detailed information about what personal data we collect, use, and share, including:

• Categories and sources of information collected
• Business purposes for collection
• Types of third parties who receive your information
• Specific pieces of data we have about you

Right to Delete: Request deletion of personal information we've collected (some exceptions may apply for legal compliance).

Right to Correct: Request correction of inaccurate personal information in our records.

Right to Non-Discrimination: We won't treat you differently for exercising your privacy rights.

Making Privacy Requests

To exercise your rights, contact us via:

• Email: privacy@centurionadvisers.com
• Mail: Centurion Advisers, Privacy Officer, 39 Main Street, Tiburon, CA 94920

Data Retention

We keep your information only as long as necessary for:

• Providing ongoing advisory services
• Meeting legal and regulatory requirements
• Resolving disputes or enforcing agreements
• Legitimate business purposes

When information is no longer needed, we securely delete or destroy it according to our data retention schedule.

8. International Data Transfers

Our operations are primarily based in the United States. If you're accessing our services from outside the U.S., please understand that your information may be transferred to, stored, and processed in the United States under U.S. data protection laws.

9. Changes to This Policy

We may update this privacy policy periodically to reflect changes in our practices or legal requirements. When we make significant changes, we'll:

• Post the updated policy on our website
• Update the "Effective Date" at the top
• Notify clients of material changes via email or other direct communication

We encourage you to review this policy periodically to stay informed about how we protect your information.

10. Contact Information

Privacy Questions or Concerns

If you have questions about this privacy policy or our data practices:

Privacy Officer

Centurion Advisers

39 Main Street, Tiburon, CA 94920

Email: privacy@centurionadvisers.com

General Business Inquiries

For questions about our advisory services: Email: info@centurionadvisers.com