Privacy Policy

This policy explains how Sustineri Solutions collects, uses and protects your information.

Information we collect

• Contact details: name, email, phone number, state.
• Financial details you share: income, expenses, balances, interest rates, credit score range, goals.
• Account and chat content, appointment requests and credit report requests.
• Technical data: device, browser, and usage information.

How we use it

To check eligibility, provide coaching and assistant answers, schedule calls, contact you with your consent, improve the Services, and meet legal obligations.

Sharing

We do not sell your personal information or share phone numbers or SMS consent with third parties for their marketing. We share data only with service providers who help us operate (hosting, AI processing, communications) under confidentiality obligations, or when required by law.

Security

We protect nonpublic personal financial information with administrative, technical and physical safeguards consistent with the Gramm-Leach-Bliley Act Safeguards Rule, including encryption in transit and access controls.

Do Not Call and opt-out

We maintain an internal do-not-call list and scrub against the National Do Not Call Registry. To stop calls or texts, reply STOP to any message, tell the representative on any call, or call 714-872-9927. Requests are honored promptly and within the time required by law. To opt out of emails, use the unsubscribe link in any email.

Your privacy rights (including California)

Depending on where you live, you may request access to, correction of, or deletion of your personal information, and opt out of sale or sharing (we do not sell). We will not discriminate against you for exercising these rights. Submit requests by calling 714-872-9927; we will verify your identity before responding.

Retention

We keep information only as long as needed to provide the Services and meet legal, record keeping (including consent records) and dispute obligations.

Children

The Services are not directed to anyone under 18.

Changes and contact

We will post updates here with a new date. Questions: Sustineri Solutions · 714-872-9927.