Effective Date: [4/16/25]
Charipar Wealth Management (“we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide to us. This Privacy Policy outlines how we collect, use, and safeguard your information.
Information We Collect
We may collect personal information when you:
- Submit a contact form on our website
- Provide information during meetings or phone calls
- Use our website (via cookies or analytics tools)
The types of personal information we may collect include:
- Name
- Email address
- Phone number
- Mailing address
- Financial details voluntarily shared during consultations
- IP address and browser information
How We Use Your Information
We use the information we collect to:
- Respond to your inquiries
- Schedule and provide consultations
- Deliver relevant financial planning services
- Send updates, newsletters, or company information (if you opt in)
- Analyze website usage to improve user experience
We do not sell or rent your personal information to third parties.
Sharing Your Information
We may share your information with trusted third parties when necessary to:
- Comply with legal or regulatory obligations
- Work with partners that assist in delivering our services (e.g., CRM systems, compliance platforms)
- Provide services through a registered investment advisor or broker-dealer, as applicable
These parties are contractually obligated to protect your information and use it only for the services we’ve requested.
Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, or disclosure.
Your Choices
You may contact us to:
- Update or correct your personal information
- Opt out of future communications
- Request the removal of your data (as permitted by law)
To do so, please email us at [andrew@chariparwealth.com] or call us at [319-521-6774].
Cookies and Analytics
We may use cookies and similar tracking technologies to improve our website experience and gather analytics. You can control cookies through your browser settings.
External Links
Our website may contain links to other websites. We are not responsible for the content or privacy practices of these sites.
Changes to This Policy
We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.
Contact Us
Charipar Wealth Management
North Liberty, Iowa
Phone: 310-521-6774