Privacy Policy

1. Introduction

Neil Jesani Advisors ("NJA," "we," "our," or "us") is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard information when you visit our website neiljesani.com (the "Site") or communicate with us through our contact forms, email, or telephone.

By using our Site, you consent to the data practices described in this policy. If you do not agree with the terms of this Privacy Policy, please do not access the Site.

2. Information We Collect

Personal Information You Provide

When you submit a contact form, schedule a consultation, or otherwise communicate with us, we may collect your name, email address, phone number, the nature of your inquiry, and any other information you choose to provide.

Automatically Collected Information

When you access the Site, we may automatically collect certain information about your device and usage, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates and times of your visits. We may use cookies, web beacons, and similar technologies to collect this information.

Cookies

Our Site uses cookies to enhance your experience. Cookies are small data files stored on your device that help us understand how you interact with our Site. You can control cookies through your browser settings, though disabling cookies may limit some functionality of the Site.

3. How We Use Your Information

We may use the information we collect for the following purposes:

• To respond to your inquiries and provide the services you request
• To communicate with you regarding your inquiry or our services
• To improve and optimize our Site and user experience
• To comply with applicable laws, regulations, and ethical obligations
• To detect, prevent, and address technical issues or security concerns
• To send you information about our services, where permitted by law

4. How We Share Your Information

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

• Service Providers: We may share information with trusted third-party service providers who assist us in operating our Site, conducting business, or providing services to you, subject to confidentiality obligations.
• Legal Requirements: We may disclose information when required by law, subpoena, court order, or other legal process, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.
• Professional Obligations: Information shared by prospective or current clients will be handled in accordance with applicable rules of professional conduct and confidentiality obligations.

5. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, use, alteration, and disclosure. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information only for as long as reasonably necessary to fulfill the purposes for which it was collected, including to satisfy any legal, regulatory, accounting, or reporting requirements. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the information, the potential risk of harm from unauthorized use or disclosure, the purposes for which we process the data, whether we can achieve those purposes through other means, and applicable legal, regulatory, and professional obligations.

Information related to client matters may be retained for a minimum of five (5) years following the conclusion of the matter, or longer as required by applicable rules of professional conduct, ethical obligations, or law. Website usage data and analytics information is generally retained for up to twenty-four (24) months.

7. Third-Party Links

Our Site may contain links to third-party websites. We are not responsible for the privacy practices or content of those websites. We encourage you to read the privacy policies of any third-party sites you visit.

8. Your Rights

Depending on your jurisdiction, you may have certain rights regarding your personal information, including the right to access, correct, delete, or restrict the processing of your data. To exercise any of these rights, please contact us at hello@neiljesani.com.

9. California Privacy Rights (CCPA)

If you are a California resident, the California Consumer Privacy Act ("CCPA") provides you with additional rights regarding your personal information. Under the CCPA, you have the right to:

• Right to Know: Request that we disclose the categories and specific pieces of personal information we have collected about you, the categories of sources from which your information was collected, the business or commercial purpose for collecting your information, and the categories of third parties with whom we share your information.
• Right to Delete: Request that we delete personal information we have collected from you, subject to certain exceptions permitted by law.
• Right to Non-Discrimination: Exercise your privacy rights without receiving discriminatory treatment from us.
• Right to Opt-Out of Sale: We do not sell your personal information. However, if we ever do so in the future, you will have the right to opt out of such sales.

To exercise your rights under the CCPA, please contact us at hello@neiljesani.com or call us at (800) 758-3101. We will verify your identity before responding to your request. You may also designate an authorized agent to make a request on your behalf.

10. Do Not Track Disclosure

Some web browsers transmit "Do Not Track" (DNT) signals to websites. Because there is no universally accepted standard for how to interpret and respond to DNT signals, our Site does not currently respond to browser DNT signals. We will continue to monitor developments in DNT technology and update our practices accordingly if a standard is established.

11. Children's Privacy

Our Site is not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child, please contact us immediately.

12. Governing Law and Dispute Resolution

This Privacy Policy shall be governed by and construed in accordance with the laws of the State of Florida, without regard to its conflict of law principles. Any dispute, claim, or controversy arising out of or relating to this Privacy Policy or the collection, use, or handling of your personal information shall be subject to the binding arbitration provisions set forth in Section 11 (Binding Arbitration) of our Terms of Use, which are incorporated herein by reference. By using this Site, you agree that disputes related to this Privacy Policy will be resolved through binding arbitration in accordance with those terms, including the class action waiver contained therein.

13. Changes to This Policy

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