Privacy Notice

Current Version: December 2024

Our Privacy Commitment

At Finzi, protecting your financial privacy is fundamental to our business. This notice explains our data practices and your privacy rights when using our boutique financial advisory services.

Data Collection Practices

Client Information

We gather information necessary to provide personalized financial guidance:

  • Identity verification details (name, email, address)
  • Financial profile data (income, expenses, credit information)
  • Current financial products and account relationships
  • Financial objectives and risk preferences

Interaction Data

  • Consultation notes and communication records
  • Website usage patterns and preferences
  • Device information for security and compatibility
  • Service feedback and satisfaction surveys

Information Usage

Advisory Services

Your information enables us to deliver tailored financial strategies, monitor your progress, and refine our recommendations based on changing circumstances.

Service Enhancement

We analyze client data patterns to improve our advisory methods, develop new service offerings, and enhance the overall client experience.

Client Communication

We use your contact information to share relevant financial insights, market updates, and service notifications that support your financial goals.

Data Sharing Boundaries

No Commercial Data Sales

We never monetize your personal information through sales to third parties or marketing companies.

Limited Sharing Scenarios

  • Technology Partners: Secure platforms that support our service delivery
  • Legal Compliance: When required by court orders or regulatory authorities
  • Business Continuity: In case of company restructuring with equivalent privacy protections
  • Client Authorization: When you specifically request information sharing

Security Infrastructure

We employ enterprise-grade security measures including:

  • End-to-end encryption for all data transmission and storage
  • Multi-layered access controls and authentication systems
  • Regular security assessments and vulnerability testing
  • Staff training on privacy protection and data handling

Your Privacy Controls

Data Access Rights

  • Review all personal information in our systems
  • Request corrections to inaccurate data
  • Obtain copies of your information in portable formats
  • Request deletion of your personal data

Communication Management

  • Customize the types of communications you receive
  • Adjust frequency of updates and notifications
  • Opt out of non-essential marketing messages
  • Maintain critical account and security communications

Data Retention Framework

We retain client information based on business necessity and legal requirements:

  • Active client data maintained throughout our relationship
  • Historical records kept for regulatory compliance periods
  • Marketing preferences honored immediately upon request
  • Anonymized insights may be retained for service improvement

Technology & Tracking

Our website uses essential cookies for functionality and security. We don't employ third-party advertising trackers or behavioral profiling tools. You can manage cookie preferences through your browser settings.

External Resources

Our platform may reference external financial institutions and service providers. These organizations operate under their own privacy policies, which we encourage you to review before engaging with their services.

Minor Protection

Our services target adults with established financial needs. We don't intentionally collect information from individuals under 18 years of age.

Geographic Considerations

Our services primarily serve U.S. residents. International users should understand that data processing occurs within the United States under applicable federal and state privacy laws.

Policy Updates

We may revise this privacy notice to reflect service changes or legal developments. Significant updates will be communicated through email or prominent website notifications.

Privacy Support

For privacy questions, data requests, or concerns about our information practices:

Email: info@finzi.live

Subject: Privacy Inquiry

Response Time: Within 5 business days

Your trust is essential to our mission of providing exceptional financial advisory services while maintaining the highest privacy standards.