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Privacy Policy

Effective Date:1/23/2026

 

Capstone Financial & Insurance ("Company," "we," "our," or "us") respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or interact with us.

 

Information We Collect

 

We may collect personal information that you voluntarily provide to us, including but not limited to:

  • Name

  • Email address

  • Phone number

  • Mailing address

  • Any other information you submit through contact forms or inquiries

 

We may also automatically collect certain non-personal information when you visit our website, such as:

  • IP address

  • Browser type

  • Device information

  • Pages visited and time spent on the site

 

How We Use Your Information

 

We use the information we collect to:

  • Respond to inquiries and requests

  • Provide information about our services

  • Improve our website and user experience

  • Comply with legal and regulatory obligations

  • Protect against fraud, unauthorized access, or misuse

We do not sell, rent, or trade your personal information.

 

Cookies and Tracking Technologies

 

Our website may use cookies or similar tracking technologies to enhance functionality and analyze website traffic. You may choose to disable cookies through your browser settings; however, some features of the site may not function properly.

 

Disclosure of Your Information

 

We may share your information:

  • With service providers who assist us in operating our website or conducting our business

  • To comply with applicable laws, regulations, or legal processes

  • To protect the rights, property, or safety of our business or others

All third parties are required to maintain the confidentiality of your information.

 

Data Security

 

We implement reasonable administrative, technical, and physical safeguards to protect your personal information. However, no method of transmission over the Internet or electronic storage is completely secure.

 

Third-Party Websites

 

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites. We encourage you to review their privacy policies.

 

Your Privacy Rights

 

Depending on your location, you may have rights regarding your personal information, including the right to access, correct, or request deletion of your data. To exercise these rights, please contact us using the information below.

 

Children’s Privacy

 

Our website is not intended for individuals under the age of 13. We do not knowingly collect personal information from children.

 

Changes to This Privacy Policy

 

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.

 

Contact Us

 

If you have questions about this Privacy Policy or our data practices, please contact:

Capstone Financial & Insurance

2 Enterprise
Aliso Viejo, CA 92656

949.305.4015

rpereziiifinancial@gmail.com

 

This Privacy Policy is provided for general informational purposes and does not constitute legal advice.

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