Privacy Policy, Terms of Service, and SMS Terms
Davila Financial Partners
Effective Date: 3/17/2026
Davila Financial Partners (“Company,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal and financial information you share with us. This policy explains how we collect, use, and protect your information when you visit our website, communicate with us, or use our services.
Website: https://dev.davila.pomdev.net
- Information We Collect
We may collect personal information when you:
- Fill out forms on our website
- Schedule consultations
- Request financial or insurance information
- Communicate with us via phone, email, or SMS
- Engage with marketing campaigns or seminars
Personal Information
Examples include:
- Name
- Address
- Phone number
- Email address
- Date of birth
- Marital status
- Employment information
Financial Information
In order to provide financial services we may collect:
- Retirement account information
- Insurance policy details
- Estate planning documents
- Investment account balances
- Tax-related financial information
Technical Information
When visiting our website we may collect:
- IP address
- Browser type
- Device information
- Cookies and website analytics data
- How We Use Your Information
Your information may be used to:
- Provide financial planning, insurance, and estate planning services
- Respond to inquiries and schedule consultations
- Provide requested information regarding financial products
- Send appointment reminders and service notifications
- Improve our website and client experience
- Comply with regulatory and legal requirements
We do not sell your personal information.
- Information Sharing
We may share your information only when necessary with:
- Insurance carriers
- Financial institutions or custodians
- Compliance and regulatory partners
- Technology vendors that help operate our business (CRM, scheduling software, texting platforms)
These third parties are required to maintain the confidentiality and security of your information.
We may also disclose information when required by law or regulatory authorities.
Mobile opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
- Protection of Nonpublic Personal Information
Davila Financial Partners maintains physical, electronic, and procedural safeguards designed to protect your nonpublic personal information in accordance with federal regulations including the Gramm-Leach-Bliley Act (GLBA).
Security measures include:
- Restricted access to sensitive information
- Secure client management systems
- Data encryption when appropriate
- Internal confidentiality policies
- California Privacy Rights (CCPA / CPRA)
California residents have the right to:
- Request access to personal information collected about them
- Request deletion of personal information (subject to regulatory recordkeeping requirements)
- Request correction of inaccurate information
- Know how their data is used or shared
To submit a privacy request, contact us at:
Email: info@dev.davila.pomdev.net
Phone: 916-884-0650
We do not sell personal information.
- Cookies and Website Tracking
Our website may use cookies and analytics technologies to:
- Improve website functionality
- Understand website traffic
- Enhance user experience
You may disable cookies through your browser settings.
- Data Retention
Client and prospect information may be retained as required by:
- Federal insurance regulations
- Financial compliance recordkeeping requirements
- Legal and regulatory obligations
- Children’s Privacy
Our services are not directed toward individuals under 18 years of age. We do not knowingly collect information from minors.
- SMS Terms & Conditions
SMS Consent Communication
Phone numbers collected through the SMS consent process will not be shared with any third parties or affiliates for marketing purposes.
SMS Consent and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.
Types of SMS Communications
If you have consented to receive text messages from Davila Financial Partners, you may receive messages related to:
- Appointment reminders
- Follow-up messages regarding consultations
- Document or information requests
- Billing or account inquiries
- Educational information regarding financial planning or insurance products
- Marketing or promotional messages related to our services
Message Frequency
Message frequency may vary depending on communication needs.
You may receive up to 3 SMS messages per week related to:
- Appointment confirmations
- Follow-up reminders
- Service notifications
- Financial education updates
Potential Fees for SMS Messaging
Standard message and data rates may apply depending on your mobile carrier’s pricing plan. These fees may vary depending on whether messages are sent domestically or internationally.
Opt-In Method
You may opt in to receive SMS messages from Davila Financial Partners by:
- Submitting an online form on our website
- Checking the SMS consent box on a registration form
- Texting HELP to 916-884-0650
Opt-Out Method
You can opt out of receiving SMS messages at any time.
To opt out, simply reply:
STOP
to any SMS message you receive.
You may also contact us directly to request removal from our messaging list.
Help
If you are experiencing any issues, reply HELP to any message.
You may also contact us directly:
Email: info@dev.davila.pomdev.net
Phone: 916-884-0650
Additional Options
If you do not wish to receive SMS messages, you may simply leave the SMS consent box unchecked when submitting forms on our website.
Standard Messaging Disclosures
- Message and data rates may apply
- Message frequency may vary
- You can opt out at any time by texting STOP
- For assistance, text HELP
- Visit our privacy and terms page:
https://dev.davila.pomdev.net/privacy-policy-terms-and-conditions/
- Updates to This Policy
Davila Financial Partners may update this policy periodically. Updates will be posted on this page with a revised effective date.
- Contact Information
Davila Financial Partners
Phone: 916-884-0650
Email: info@dev.davila.pomdev.net
Website:
https://dev.davila.pomdev.net