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Privacy Policy

Effective Date: 2/1/2025

Mofrad Financial Solutions (“Company,” “we,” “our,” “us”) respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, share, and protect your information when you use our website https://www.mofradfinancialsolutions.com/ (“Website”).

By using our Website, you agree to the collection and use of information in accordance with this Privacy Policy.

1. Information We Collect

  • We collect different types of information to provide and improve our services:

1.1 Personal Information:

  • When you contact us, sign up for newsletters, or make purchases, we may collect your name, email address, phone number, mailing address, and payment details.

1.2 Non-Personal Information:

  • We collect anonymous data such as browser type, IP address, device information, and website usage statistics through cookies and similar technologies.

1.3 Cookies and Tracking Technologies:

  • We use cookies and other tracking tools to improve website functionality and analyze user behavior. You can manage cookie preferences through your browser settings.

  • When you visit or log in to our Website, cookies and similar technologies may be used by our online data partners, vendors, or service providers to associate these activities with other personal information they or others have about you, including by association with your email address. We, or service providers on our behalf, may then send communications and marketing to these email addresses.

2. How We Use Your Information

We use the information we collect to:

  • Provide and improve our products and services.

  • Respond to inquiries and customer support requests.

  • Send newsletters, promotions, or important updates, including marketing communications, with your consent where required.

  • Analyze website performance and user trends.

  • Understand visitor activity and improve our marketing efforts.

  • Ensure website security and prevent fraud.

3. How We Share Your Information

We do not sell, rent, or trade your personal information. We may share data with:

  • Service Providers: Trusted third parties who assist in website operations, payment processing, customer support, analytics, advertising, marketing, and other business functions.

  • Online Data Partners and Vendors: Third parties that may use cookies and similar technologies to help us understand website activity, associate website visits with other personal information, and support communications or marketing.

  • Legal Authorities: When required by law, such as responding to subpoenas or legal processes.

  • Business Transfers: In case of a merger, acquisition, or sale of assets.

4. Data Security

We implement reasonable security measures to protect your personal information. However, no method of transmission over the internet or electronic storage is 100% secure. While we strive to protect your data, we cannot guarantee absolute security.

5. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access, update, or delete your personal information.

  • Opt out of marketing communications at any time.

  • Opt out of certain advertising or tracking-related activities.

  • Request details about how your data is processed.

  • To exercise these rights, please contact us at ed@mofradfinancial.com.

  • You may also opt out of receiving advertising related to certain website tracking activities by visiting https://app.retention.com/optout. If applicable, you may opt out of the collection of your personal data in compliance with GDPR by visiting https://www.rb2b.com/rb2b-gdpr-opt-out.

6. Third-Party Links

Our Website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites.

7. Children’s Privacy

Our Website is not intended for children under 13 years old. We do not knowingly collect personal information from children without parental consent.

8. International Users (if applicable)

If you access our Website from outside the United States, your data may be transferred and processed in the United States, where data protection laws may differ from those in your jurisdiction.

If our Website tracks or identifies international visitors, additional privacy rights and compliance requirements may apply depending on your location. Where applicable, you may opt out of the collection of your personal data in compliance with GDPR by visiting https://www.rb2b.com/rb2b-gdpr-opt-out.

9. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date. We encourage you to review this page periodically for updates.

10. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:

Mofrad Financial Solutions
Email: ed@mofradfinancial.com
Phone: 213-388-8400
Mailing Address: 1111 Corporate Center Drive #305, Monterey Park, CA 91754

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1111 Corporate Center Drive #305

Monterey Park, CA 91754

Check us out on BrokerCheck®

Avantax affiliated financial professionals may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. The Avantax Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: California and Colorado 

 Securities offered through Avantax Investment Services℠ , Member FINRASIPC. Investment advisory services offered through Avantax Advisory Services℠. Placing business through an Avantax affiliated insurance agency. CA insurance # 0L88676

The Avantax family of companies exclusively provide investment products and services through its representatives. Although Avantax Wealth Management does not provide tax or legal advice, or supervise tax, accounting or legal services, Avantax representatives may offer these services through their independent outside business.

 This information is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.

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