PRIVACY POLICY & TERMS OF SERVICE
Felix Pinto LLC — A2P 10DLC Compliant
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🔒 PRIVACY POLICY
Last Updated: [DATE]
1. Introduction
Felix Pinto LLC (“we,” “us,” or “our”) operates the website https://fpintolife.com (the “Service”). This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with our services, including our SMS messaging program.
By using our Service, you agree to the collection and use of information in accordance with this Privacy Policy.
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2. Information We Collect
We collect the following types of information:
2.1 Personal Information You Provide
When you fill out our contact form or interact with our Service, we may collect:
First name and last name
Email address
Mobile phone number
City and state of residence
Immigration status
Available capital for licensing
Available hours per week
Communication preferences (SMS, WhatsApp, phone call)
2.2 Automatically Collected Information
IP address
Browser type and version
Pages visited and time spent
Device information
Referring website addresses
2.3 Cookies and Tracking Technologies
We use cookies, web beacons, and similar tracking technologies to:
Remember your preferences
Analyze website traffic
Improve user experience
Measure marketing campaign effectiveness
You can control cookies through your browser settings.
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3. How We Use Your Information
We use the information we collect to:
Respond to your inquiries about becoming a licensed financial advisor
Schedule and confirm appointments
Send appointment reminders and follow-up communications
Send educational content related to your inquiry
Send promotional and marketing messages (only with explicit consent)
Improve our services and website experience
Comply with legal obligations
Prevent fraud and ensure security
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4. SMS Messaging Program (Critical Disclosure)
4.1 Opt-In Process
By providing your mobile phone number AND actively checking the SMS consent checkbox on our website form at https://fpintolife.com, you expressly consent to receive SMS messages from Felix Pinto LLC. The SMS consent checkbox is optional and unchecked by default. Submitting our form does NOT automatically opt you in to SMS messages — you must affirmatively check the consent box.
4.2 Types of Messages You May Receive
Appointment confirmations and reminders
Follow-up communications related to your inquiry
Educational content about financial advising
Promotional offers and updates (with separate consent)
4.3 Message Frequency
Message frequency varies based on your engagement and stage in our process. You may receive up to 10 messages per month.
4.4 Message and Data Rates
Standard message and data rates may apply based on your mobile carrier plan. Felix Pinto LLC is not responsible for any charges from your carrier.
4.5 How to Opt-Out
You can opt out of SMS messages at any time by:
Replying STOP to any SMS message you receive from us
Emailing us at [email protected] with subject “Unsubscribe SMS”
Contacting us directly at the phone number listed in Section 11
Upon opt-out, you will receive one final confirmation message and no further SMS will be sent.
4.6 Help and Support
For help with SMS messages, reply HELP to any SMS, or contact [email protected].
4.7 NO SHARING OF SMS DATA (CRITICAL)
Felix Pinto LLC does NOT share, sell, rent, or disclose mobile phone numbers or SMS opt-in data with any third parties, affiliates, or marketing partners for their marketing purposes. SMS opt-in consent is collected directly by Felix Pinto LLC and is used solely for communications between Felix Pinto LLC and the consenting user.
This no-sharing policy applies to all categories of information collected through our SMS program, including phone numbers, consent records, and message content.
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5. How We Share Your Information
We may share your information only in the following limited circumstances:
5.1 Service Providers
We may share information with trusted third-party service providers who help us operate our business (e.g., CRM platforms, email delivery, hosting). These providers are contractually obligated to protect your information and use it only for the services we request.
5.2 Legal Requirements
We may disclose information if required by law, court order, or governmental authority, or to protect our legal rights.
5.3 Business Transfers
If Felix Pinto LLC is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
5.4 With Your Consent
We may share information with third parties when you have given us explicit consent to do so.
We do NOT sell your personal information to third parties.
We do NOT share SMS opt-in data or phone numbers with third parties for marketing.
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6. Data Security
We implement reasonable administrative, technical, and physical security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. These measures include:
SSL/TLS encryption for data transmission
Secure servers and access controls
Regular security audits and updates
Employee training on data protection
Restricted access to personal information on a need-to-know basis
However, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee absolute security.
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7. Your Rights and Choices
Depending on your jurisdiction, you may have the following rights:
Access: Request a copy of the personal information we hold about you
Correction: Request correction of inaccurate or incomplete information
Deletion: Request deletion of your personal information (subject to legal requirements)
Opt-Out: Unsubscribe from marketing communications at any time
Data Portability: Request a copy of your data in a portable format
Restriction: Request restriction of processing in certain circumstances
Objection: Object to certain types of processing
To exercise any of these rights, contact us at [email protected].
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8. Data Retention
We retain your personal information only as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
Active leads and clients: Retained while relationship is active
Inactive leads: Retained for up to 3 years for potential follow-up
SMS opt-out records: Retained indefinitely to honor opt-out requests
Financial records: Retained as required by law (typically 7 years)
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9. Children’s Privacy
Our Service is NOT intended for individuals under the age of 18. We do not knowingly collect personal information from anyone under 18. If you are a parent or guardian and believe your child has provided us with personal information, please contact us immediately at [email protected], and we will take steps to delete such information.
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10. Third-Party Links
Our Service may contain links to third-party websites. We are not responsible for the privacy practices or content of those external sites. We encourage you to review the privacy policies of any third-party sites you visit.
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11. Contact Us
If you have questions or concerns about this Privacy Policy or our data practices, contact us at:
Felix Pinto LLC
[YOUR BUSINESS ADDRESS]
Email: [email protected]
Phone: [YOUR BUSINESS PHONE]
Website: https://fpintolife.com
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12. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new Privacy Policy on this page and updating the “Last Updated” date. Continued use of our Service after changes constitutes acceptance of the updated Privacy Policy.
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