Privacy Policy

Last revised: July 1, 2025

Please read this Privacy Policy before using our Services.

This Privacy Policy applies to corefinancepath.com, a website operated by CoreFinancePath ("Company", "we", or "our"). The Company is a Delaware-based entity with a registered address of 300 Delaware Ave Ste 210 #763, Wilmington, DE 19801. By using the Services, you authorize our ability to collect, use, disclose, share, and sell your personal information as set forth below in this Privacy Policy, and also agree to be bound and abide by our Terms of Use and this Online Privacy Policy in effect at the time of use. Do not access or use the Services if you do not agree with these Terms.

We may change this Privacy Policy from time to time. Any changes to this Privacy Policy will become effective when posted unless indicated otherwise.

The Services are intended only for individuals who are at least 18 years old and we do not knowingly collect personal information from children under 16 without parental consent.

1. Categories of Information We Collect

We may collect the categories of information from you described below when you use our Services and where we believe it is reasonably required for our business purposes.

1.1. Customer Website Activity

Personal information you voluntarily provide: Contact information (such as name, email address, mailing address, and/or telephone number) and demographic information.
Communications: Information you may provide through the Services (e.g., feedback, inquiries). Calls with our customer service center may be recorded or monitored for quality assurance.
Information collected automatically through web technologies: IP addresses, browser type, internet service provider, referring/exit pages, operating system, date/time stamp, and/or clickstream data, collected through cookies, web beacons, Javascript, and similar technologies ("Web Technologies").
Service providers and contractors: We may receive personal information about you from our service providers and contractors.
Third-parties: We may receive personal information about you from third-parties, such as affiliates and advertising partners.
Mobile Activity: We may collect a unique device identifier or location information depending on your mobile settings.

1.2. Online User Activity

We use third-party analytics tools to measure traffic, usage, and other trends. These tools may capture usage details, device information, and location information.

2. How We Use Your Information

2.1. Essential Purposes

To comply with and enforce applicable legal requirements, industry standards, and our Company policies.
To detect, prevent, or investigate fraud and suspicious or illegal activities.
To evaluate, negotiate, or conduct Business Transactions (mergers, sales, etc.).
To protect our rights, privacy, safety, property, operations, or security.

2.2. Customer Experience Purposes

To provide you with products or services or to otherwise fulfill your requests.
To provide personalized content and information through our website, third-party websites, phone calls, text messages, email, and/or direct mail.
To notify you about changes to our products or Services.
To operate and improve the functionality of our websites and business operations.
To conduct testing, research, analysis, and product development.

3. How We Disclose Your Information

We may disclose personal information to the following categories of entities:

Legal affiliates under our control or common control with us.
Service providers and contractors who provide technology, business, professional, or legal services to us.
Advertising and marketing partners who provide marketing research and market products and services.
Website partners who help us create brands to serve content around different verticals of interest.
Data analytics providers who analyze and monitor traffic to, from, and within our websites.
External parties (including government agencies) to comply with legal requirements, subpoenas, and court orders, or for security purposes.

4. How We Store Your Information

By using our Services, you consent to the transfer and use of your personal information anywhere where our Services or our service providers maintain facilities, consistent with this Privacy Policy. We keep personal information at least as long as necessary for business purposes, our retention policy, and legal requirements. Although we implement commercially reasonable security measures, we cannot guarantee that information will not be accessed, disclosed, altered, or destroyed.

Please note that information you send to us electronically may not be fully secure when transmitted. We recommend that you do not use unsecure channels to communicate sensitive or confidential information to us.

5. Your Choices About Your Information

5.1. Privacy Rights

Residents of certain states may have the following rights: Right to Access, Right to Correct, Right to Delete, Right to Opt-Out, and Right to Non-Discrimination. To exercise these rights, email us at support@corefinancepath.com.

5.2. Right to Opt-Out

We may sell or share your personal information to third parties. You can opt-out by submitting a "Do Not Sell or Share My Personal Information" request by emailing us at support@corefinancepath.com.

5.3. Cookies

We use cookies (such as Google Analytics) to analyze traffic and participate in interest-based advertising. You may reject cookies via your browser settings. We respond to Global Privacy Control signals. We do not respond to Do Not Track signals.

5.4. Communications Opt-Out

Emails: Click the "Unsubscribe" link within any promotional email.
Text messages: Reply "STOP" to any text message received.
Phone calls: Email us at support@corefinancepath.com.

6. Linking to Third-Party Websites and Services

Our Services may contain links to other applications, websites, or services owned or operated by other companies ("Third-Party Websites"). Third-Party Websites are not subject to our Privacy Policy. We are not responsible for the practices employed by any Third-Party Websites linked to or from our Services.

7. Additional Information for California Residents

Under the California Consumer Privacy Act (CCPA), California residents have specific rights. The table below describes the categories of personal information we collect, the sources, the purposes, and the third parties with whom it may be sold or shared.

Category	Collected Information	Parties to Whom PI is Sold/Shared
Identifiers	Real name, alias, postal address, unique personal identifier, IP address, email address.	Advertising and marketing partners.
Personal Information (Cal. Civ. Code § 1798.80(e))	Name, electronic signature, address, or telephone number.	Advertising and marketing partners.
Protected Classifications	Gender, marital status, national origin, age (40+), veteran or military status.	Advertising and marketing partners.
Commercial Information	Records of products or services obtained or considered, survey answers.	Advertising and marketing partners.
Internet/Electronic Network Activity	Browsing history, device ID, search history, and interaction with websites or advertisements.	Data analytics and advertising partners.
Geolocation Data	Non-precise physical location including zip code and IP address.	Advertising and marketing partners.

7.7. CCPA Rights

If you are a California resident, you may have the Right to Access, Right to Correct, Right to Limit, Right to Delete, Right to Opt-Out, and Right to Non-Discrimination. You may exercise these rights by emailing us at support@corefinancepath.com.

7.8. Shine the Light — Your California Privacy Rights

California residents have the right to request information from us regarding whether we have disclosed certain categories of information to other companies for their direct marketing purposes. To make such a request, or to opt-out, email us at support@corefinancepath.com.

8. How to Contact Us

Please direct questions or concerns about this Privacy Policy or our Services to:

CoreFinancePath

Email: support@corefinancepath.com

Address: 300 Delaware Ave Ste 210 #763, Wilmington, DE 19801

9. Effective Date

This Privacy Policy was last revised and is effective as of July 1, 2025.