Happy Custoemers.
Project Completed.
Years Experience.
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Conversion rate.
Exceptional communication skills
Superior managerial acumen
Deliver customized financial counseling
Supply educational resources on finance
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Insight on Investments.
Tracking of Portfolio.
Strategic Forecasting.
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Individual Mentoring.
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Optimizing Income.
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Maximizing Earnings.
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Safeguarding Wealth.
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Starting Plan
Guidance on
Investments
Managing Risks
Planning for Taxes
Normal Plan
Guidance on
Investments
Managing Risks
Planning for Taxes
Support Available 24/7
Guidance on
Investments
Managing Risks
Planning for Taxes
Support Available 24/7
Pro Plan
Guidance on
Investments
Managing Risks
Planning for Taxes
Support Available 24/7
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– PAUL Gibbons –
Sr. Accountant
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Schedule Meeting
AmbitionCFO, LLC ("Company," "we," "us," or "our") respects your privacy and is committed to protecting your personal data. This Privacy Policy outlines how we collect, use, disclose, and protect your information when you visit our website ("Website") or use our services, including any communications via Application-to-Person (A2P) messaging. By accessing or using the Website, you agree to the practices described in this Privacy Policy.
We collect the following types of information:
Personal data refers to any information that identifies you as an individual. This may include:
Non-personal data refers to data that does not identify you as an individual. This may include:
When you opt-in to receive A2P communications (e.g., SMS or automated messages), we may collect:
We do not intentionally collect sensitive data (e.g., health information, political opinions). If you provide such data voluntarily, you consent to its collection and processing.
We collect information in the following ways:
We process your data for the following purposes:
We comply with all applicable regulations governing A2P messaging, including:
If you are located in the European Economic Area (EEA), we process your personal data based on the following legal grounds: Contractual Necessity: To fulfill our contract with you (e.g., process payments, provide services, send A2P notifications).
Consent: Where required, for example, for sending marketing emails or A2P promotional messages.
Legitimate Interests: To improve our services, prevent fraud, and ensure network security.
Legal Compliance: To comply with applicable laws and regulations.
We may share your data with: Service Providers: Payment processors, hosting providers, and messaging delivery services for A2P communications.Legal Authorities: When required by law or to protect our legal rights.Third Parties: With your explicit consent.
We do not sell your personal data to third parties.
Your data may be transferred to and processed in countries outside of your country of residence. If you are in the EEA, such transfers will only occur to countries deemed to provide adequate protection under GDPR or where appropriate safeguards (e.g., Standard Contractual Clauses) are in place.
If you are located in the EEA, you have the following rights:
We retain your personal data, including A2P messaging data, only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, comply with legal obligations, resolve disputes, and enforce our agreements.
We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the Internet or A2P systems is 100% secure, and we cannot guarantee absolute security.
Our Website and A2P messaging services are not directed to children under the age of 13 (or equivalent minimum age in your jurisdiction). We do not knowingly collect personal data from children. If you believe we have collected such data, please contact us for deletion.
We use cookies and similar tracking technologies to collect and use personal and non-personal data as outlined in our
Cookie Policy. You can manage your cookie preferences or disable cookies through your browser settings.
Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of these websites. We encourage you to read the privacy policies of any third-party sites you visit.
We may update this Privacy Policy from time to time to reflect changes in our practices or legal obligations. The "Effective Date" at the top of this page indicates the latest revision date. Continued use of the Website or A2P services constitutes your acceptance of any changes.
If you have questions or concerns about this Privacy Policy, including A2P compliance, or wish to exercise your rights, please contact us: Email [email protected] Mailing Address 6 01 N New York, Ste 102, Winter Park FL 32789
Liya Kohler
Financial Planner
Wealth Manager
Shon Richard
Investment Advisor
Financial Consultant
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Elevating Financial Strategy, Overcoming Challenges, Maximizing Profits & Accelerating Growth with our fractional team of CFO's and Certified Exit Planners
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