Privacy Policy
Effective date: September 6, 2026
Anthony Vela Financial respects your privacy. This policy explains how information is collected and used when you visit our website, request an annuity review, complete a survey, or schedule an appointment.
Information we collect
We may collect information you choose to provide, including your name, phone number, email address, appointment information, and answers submitted through our annuity-review survey. Financial details and survey answers are maintained in our customer relationship management system and are not intentionally sent to advertising platforms as event details.
We may also collect technical information such as your device and browser type, IP address, referring page, pages visited, and interactions with the website.
Analytics and advertising tracking
We use website analytics and advertising technologies, including the Meta Pixel and Meta Conversions API, to measure page visits, completed lead forms, qualified-lead milestones, and confirmed appointments; understand advertising performance; and improve our services. These technologies may use cookies or similar identifiers. Contact identifiers used for advertising measurement may be normalized and securely hashed before transmission.
We do not intentionally send Meta exact annuity values, carrier names, policy or contract numbers, account numbers, Social Security numbers, exact income, birthdates, uploaded statements, health information, complete survey responses, or conversation notes.
How we use information
- To respond to your annuity-review request and communicate with you.
- To schedule and provide requested appointments.
- To operate, secure, and improve our website and services.
- To measure advertising and campaign performance.
- To comply with applicable legal and regulatory obligations.
Sharing and service providers
We may share information with service providers that help us operate our website, customer relationship management system, communications, scheduling, analytics, and advertising. We do not sell your personal financial information.
Your choices
You may limit cookies through your browser settings and adjust advertising preferences through the applicable advertising platform. Disabling cookies may affect some website features. You may also ask us to update or delete information, subject to legal and record-retention requirements.
Security and retention
We use reasonable administrative and technical safeguards. No method of storage or transmission is completely secure. Information is retained only as long as reasonably needed for the purposes described above and applicable legal obligations.
Contact us
For privacy questions or requests, call (346) 954-1895 or visit anthonyvelafinancial.com.