Privacy Policy

Poppy Financial Privacy Policy Effective Date: October 15, 2025

At Poppy Financial, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard data when you visit our website (poppyfinancial.com), interact with our services, or submit information via forms (e.g., contact or lead gen inquiries).

1. Information We Collect:

• Personal Data: Name, email, phone, company, and business details you provide via forms, emails, or consultations.
• Usage Data: IP address, browser type, pages visited, and timestamps (via cookies or analytics tools like Google Analytics).
• No Sensitive Data: We don't collect financial account details, health info, or similar.

2. How We Use Your Information:

• To respond to inquiries, schedule consults, and provide fractional CFO/accounting services.
• For marketing (e.g., newsletters—with opt-out).
• To improve our site and services (anonymized analytics).
• Compliance: Sharing with advisors/lawyers if needed for tax/financial guidance (e.g., IRS reporting).

3. How We Share Your Information:

• Service Providers: Secure third parties (e.g., Google Workspace for email, QuickBooks for ops—bound by NDAs).
• Legal: If required by law (e.g., subpoenas) or to protect rights.
• No Sales: We never sell your data. Business transfers (e.g., if Poppy merges) would include notice.

4. Data Security:

We use encryption (HTTPS), access controls, and regular audits to protect data. No system is 100% secure, but we mitigate risks per industry standards.

5. Your Rights:

• Access/Delete: Email derek@poppyfinancial.com to view, update, or delete your data (we respond within 30 days).
• Opt-Out: Unsubscribe from emails or cookies via browser settings.
• CCPA/GDPR: CA residents can request disclosures/sales opt-out (none occur); EU users have erasure/portability rights.

6. Cookies & Tracking:

Our site uses cookies for functionality (e.g., session management) and analytics. Manage via browser or our cookie banner. Third-party links (e.g., LinkedIn) follow their policies.

7. Children's Privacy:

Our services aren't for under-13s; we don't knowingly collect their data.

8. Changes to This Policy:

We'll update this page with the new effective date—check back periodically. Major changes get notice via email/site.

Contact Us:

Questions? Reach derek@poppyfinancial.com. We're, governed by U.S. law.  Our mailing address is 22287 Mulholland Hwy, Suite 136, Calabasas, CA 91302