Privacy Policy

This Privacy Policy explains how Rafferty Yao ("I," "me") operating as Pinnacle Solutions Partners handles information you share through this website. This site is for general education only and is not insurance, tax, legal, or investment advice.

What I collect

When you submit a form (an assessment, a review request, a guide unlock, a career inquiry, or a contact form), I collect the information you provide, which may include your name, email address, phone number, your preferred contact method, and any details you choose to share. I do not ask for account numbers, Social Security numbers, or sensitive financial data through this website.

The site uses Google Analytics (GA4) to understand general, aggregated traffic. With your consent, the site may also load a Meta advertising pixel; under California law this may be considered "sharing" for cross-context behavioral advertising. The pixel does not load unless you allow it, and you can decline using the "Your Privacy Choices" control in the footer.

How information is stored and used

Form submissions are collected and stored through Netlify Forms, the host of this site, and are emailed to me so I can respond. If I add a customer relationship management (CRM) system in the future, your information may be stored there to manage our communication. I use your information only to respond to you, provide the materials or read you requested, and follow up about your inquiry.

How I contact you

By submitting a form, you consent to be contacted by me using the details you provide, by email, and by text or phone where you provide a number and select that preference. Any text messages are sent manually by me; no automated marketing texts are sent. Consent to be contacted is not a condition of any purchase. You can unsubscribe from emails at any time using the link in any email, or by replying and asking me to stop.

Sharing

I do not sell your personal information. I share it only with service providers that help operate this site and my practice (such as the site host and email provider), with Freedom Equity Group and carriers as needed to serve a request you make, and where required by law.

Your choices (including California residents)

You can decline advertising-pixel tracking at any time via "Your Privacy Choices" in the footer. Depending on your state, you may have rights to access, correct, or delete personal information, and to opt out of "sharing" for targeted advertising. To exercise any of these, email me at raff.yao888@gmail.com.

Contact

Questions about this policy? Email raff.yao888@gmail.com.

This template is provided as a starting point and is not legal advice. It should be reviewed and approved by Freedom Equity Group and qualified counsel before going live.