Privacy Policy

1. Information We Collect

A. Information You Provide

We may collect the following types of information when you fill out a form, sign up for a newsletter, schedule a consultation, or otherwise engage with us:

• Name

• Email address

• Phone number

• Company name

• Job title

• Any message or comments you provide

• Preferences or areas of interest

B. Information We Automatically Collect

When you interact with our website, we automatically collect certain technical data:

• IP address

• Browser type and version

• Operating system

• Device type

• Referring/exit pages

• Time and date of your visit

• Pages you visit and time spent on them

• Clickstream data

We collect this data through:

• Cookies

• Web beacons

• Google Analytics

• Meta Pixel (Facebook Pixel)

• HubSpot tracking (if applicable)

C. Cookies and Tracking Technologies

We use cookies to improve your experience, analyze website traffic, and run targeted marketing campaigns. You can adjust your cookie preferences through your browser settings or via the cookie banner on our website.

2. How We Use Your Information

We use the data we collect for the following purposes:

• To respond to inquiries or service requests

• To send updates, newsletters, or marketing materials (if opted in)

• To personalize and improve user experience

• To measure website performance and campaign effectiveness

• To detect and prevent fraud or abuse

• To comply with legal obligations

We do not use your personal data for automated decision-making or profiling.

3. Legal Basis for Processing (GDPR)

For individuals located in the European Economic Area (EEA), our legal basis for collecting and using personal data depends on the context:

• Consent – When you voluntarily submit your data or opt in to communications

• Contractual necessity – To fulfill your service requests

• Legitimate interest – To improve our website and marketing efforts

• Legal obligation – To comply with applicable laws

4. How We Share Your Information

We do not sell or rent your data. We may share it with:

A. Service Providers

Third-party vendors who help us operate our website or deliver services, such as:

• Google Analytics (analytics)

• Meta Platforms (ad tracking)

• HubSpot (CRM and marketing automation)

• Webflow (website CMS and form submission tool)

• Cloud hosting and backup providers

These vendors process your data only on our instructions and are contractually obligated to keep it secure.

B. Legal Requirements

We may disclose your information if required by law, regulation, or legal process, or if necessary to protect our rights or others’ safety.

5. Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes we collected it for, including legal, accounting, or reporting requirements.

• Contact form submissions: up to 3 years

• Email marketing lists: until you unsubscribe

• Analytics data: retained by Google for up to 26 months

6. Your Rights and Choices

A. For EEA/UK Residents (GDPR)

You have the right to:

• Access your personal data

• Correct or update inaccurate data

• Delete your personal data

• Object to or restrict processing

• Request data portability

• Withdraw consent at any time

To exercise any of these rights, contact us at: privacy@oneoakadvisors.com

B. For California Residents (CCPA/CPRA)

You have the right to:

• Know what personal data we collect and how we use it

• Request a copy of your data

• Request deletion of your data

• Opt out of the sale or sharing of personal information (we do not sell data)

• Non-discrimination for exercising your privacy rights

To submit a request, email us at: privacy@oneoakadvisors.com

7. Children’s Privacy

Our website and services are not intended for children under the age of 13. We do not knowingly collect personal data from children. If you believe a child has provided us with data, contact us and we will delete it.

8. International Data Transfers

If you are located outside the United States, please note that your data will be transferred to and processed in the United States. By using our site, you consent to this transfer.

9. Do Not Track (DNT) Signals

We do not respond to Do Not Track browser signals. However, you can use cookie consent tools to manage tracking preferences.

10. Security

We implement appropriate technical and organizational safeguards to protect your personal data, including:

• SSL encryption

• Role-based access controls

• Regular software updates and security reviews

However, no method of transmission over the internet is 100% secure.

11. Third-Party Links

Our website may contain links to third-party websites or services. This policy does not apply to those websites. We recommend reviewing their privacy policies before submitting any personal information.

12. Updates to This Policy

We may update this Privacy Policy periodically. The “Effective Date” above reflects the latest version. Material changes will be communicated via the website or email if applicable.

13. Contact Us

For questions, concerns, or to exercise your rights:

One Oak Advisors
Email: privacy@oneoakadvisors.com
Mailing Address: 8955 E Pinnacle Peak STE 103, Rd,Scottsdale AZ 85254
Phone: + 1 (602) 568-3220