Privacy Policy
How Coastline Financial Partners collects, uses, protects, and manages information submitted through this website.
Effective date: July 28, 2026
Information we collect
We may collect information you voluntarily provide, including your name, email address, telephone number, message content, and preferences. We may also collect limited technical information such as browser type, device information, pages visited, and general usage data.
How information is used
Information may be used to respond to requests, provide requested communications, schedule conversations, maintain website operations, improve content, protect against misuse, and comply with legal obligations.
Information sharing
We do not sell, rent, or share your personal information with third-party marketers. Information may be disclosed to service providers that support website hosting, communications, security, or administrative operations, subject to appropriate confidentiality expectations. Information may also be disclosed when required by law or to protect legal rights and safety.
Text messaging
When you provide separate consent to receive text messages, your mobile information is used only for the communication category you selected. Consent is not a condition of purchasing or receiving services. Message frequency varies and message and data rates may apply. Reply STOP to opt out or HELP for help.
Data security and retention
Reasonable administrative, technical, and organizational safeguards are used to protect information. No method of transmission or storage is completely secure. Information is retained only as reasonably necessary for the purposes described here or as required by law.
Your choices
You may request access, correction, or deletion of information you submitted by contacting future@coastlinefp.com. Certain records may be retained when legally required or necessary for legitimate business purposes.
Children
This website is not directed to children under 13, and we do not knowingly collect personal information from children under 13.
Policy updates
This policy may be revised periodically. The effective date above reflects the latest published version.
Contact
Coastline Financial Partners
600 California St, San Francisco, CA 94108
future@coastlinefp.com · 415-570-6851