150 K

Happy Custoemers.

256 +

Project Completed.

10 +

Years Experience.

OUR VISION

Mastery in Financial Management.

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90%

Conversion rate.

OUR MISSION

Assisting you in reaching your financial objectives.

  • Exceptional communication skills

  • Superior managerial acumen

  • Deliver customized financial counseling

  • Supply educational resources on finance

FEATURES

Let's establish your pricing strategy.

Individual Mentoring.

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Maximizing Earnings.

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Optimizing Income.

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Safeguarding Wealth.

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Portfolio Equilibration.

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Evaluation of Insurance.

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DISPLAY HIGHLIGHTS

Case Studies: Demonstrating Proficiency in Financial Planning.

Finance

Monetary Knowledge.

Investment

Insight on Investments.

Portfolio

Tracking of Portfolio.

Planning

Strategic Forecasting.

SERVICES

Our Offerings for Your Financial Future.

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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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PRICING

Let's establish your pricing strategy.

$11

Starting Plan

  • Guidance on

  • Investments

  • Managing Risks

  • Planning for Taxes

$13

Normal Plan

  • Guidance on

  • Investments

  • Managing Risks

  • Planning for Taxes

  • Support Available 24/7

$18

Single Plan
  • Guidance on

  • Investments

  • Managing Risks

  • Planning for Taxes

  • Support Available 24/7

$26

Pro Plan

  • Guidance on

  • Investments

  • Managing Risks

  • Planning for Taxes

  • Support Available 24/7

TESTIMONIALS

Client Testimonials.

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– PAUL Gibbons –

Sr. Accountant

OUR PROCESS

How Do We Operate?

Evaluation.

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Strategy Development.

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Execution & Analysis.

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Schedule Meeting

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Privacy Policy


Privacy Policy

Effective Date:1-1-2024

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.


1. Information We Collect

We collect the following types of information:

a. Personal Data

Personal data refers to any information that identifies you as an individual. This may include:

Name

Email address

Phone number

Mailing address

Payment information

IP address (if considered personal data under applicable laws)

b. Non-Personal Data

Non-personal data refers to data that does not identify you as an individual. This may include:

Browser type

Device information

Operating system

Pages visited on the Website

Referral source

c. A2P Messaging Data

When you opt-in to receive A2P communications (e.g., SMS or automated messages), we may collect:

Your mobile phone number

Message content and delivery data (e.g., timestamps, delivery status)

d. Sensitive Data

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.


2. How We Collect Information

We collect information in the following ways:

Directly from You: Information you provide when filling out forms, creating an account, making a purchase, or contacting us.

Automatically: Information collected via cookies and similar technologies as described in our Cookie Policy.

A2P Messaging Systems: Information collected during your interactions with A2P messaging systems.

Third Parties: Information obtained from analytics providers, advertising networks, or social media platforms.


3. How We Use Your Information

We process your data for the following purposes:

To provide and manage our services.To personalize and improve your experience on the Website.To process payments and fulfill orders.To communicate with you, including via A2P messaging (e.g., order updates, service notifications).To comply with legal obligations.For marketing and advertising purposes, with your consent where required by law.


4. A2P Compliance

We comply with all applicable regulations governing A2P messaging, including:

Consent Requirements: We only send A2P messages to users who have explicitly opted in to receive such communications. By providing your mobile number and consenting to A2P communications, you agree to receive transactional, informational, or promotional messages.Opt-Out Rights: You can opt out of A2P communications at any time by replying "STOP" to any message or contacting us at [email protected]. Once you opt out, you will no longer receive A2P messages unless you re-subscribe.

Message Content and Frequency: A2P messages are used for order confirmations, updates, security alerts, and promotional campaigns. The frequency of messages will vary based on your interactions and subscriptions.Data Sharing: We do not sell or share A2P messaging data with third parties for marketing purposes. However, we may share such data with our service providers for message delivery purposes in compliance with applicable laws.


5. Legal Bases for Processing (GDPR)

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.


6. How We Share Your Information

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.


7. International Data Transfers

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.


8. Your Rights (GDPR)

If you are located in the EEA, you have the following rights:

Access: Request access to your personal data.Rectification: Correct inaccurate or incomplete data.Erasure: Request the deletion of your personal data ("right to be forgotten").

Restriction: Request to limit the processing of your data.Portability: Request your data in a structured, commonly used format.

Objection: Object to data processing, including for marketing or A2P communications.

Withdrawal of Consent: Withdraw consent at any time where processing is based on consent. To exercise these rights, please contact us at [email protected].


9. Data Retention

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.


10. Data Security

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.


11. Children's Privacy

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.


12. Cookies and Tracking Technologies

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.


13. Third-Party Websites

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.


14. Changes to This Policy

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.

15. Contact Us

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

OUR TEAM

Get Acquainted with Our Team.

Liya Kohler

Financial Planner

Tommy Vercetti

Wealth Manager

Shon Richard

Investment Advisor

Jasmin Thompson

Financial Consultant

Lets Talk ..

By providing my phone number, I agree to receive text and other messages from the business.

Elevating Financial Strategy, Overcoming Challenges, Maximizing Profits & Accelerating Growth with our fractional team of CFO's and Certified Exit Planners

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