Privacy Policy

Last Updated: April 27th 2026

Trusted Path Financial respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, and safeguard your information when you visit our website and use our financial education services.

1. Information We Collect

We collect information you provide directly to us via our intake forms, including:

• Name

• Email Address

• Phone number

• Physical Address

• Information regarding your financial goals and interests in financial education.

2. How We Use Your Information

We use the information we collect to:

• Provide financial education resources and consultation.

• Communicate with you regarding your inquiries via phone, email, or text.

• Send marketing communications (only if you have provided express written consent).

3. Mobile Communication & Text Messaging (A2P Compliance)

No mobile information will be shared with third parties or affiliates for marketing or promotional purposes. All the above categories exclude text messaging originator opt-in data and consent will not be shared with any third parties.

If you have opted-in to receive text messages from us, you can expect messages regarding [e.g., appointment reminders and financial tips]. Message and data rates may apply. You may opt-out at any time by replying STOP to any text message.

4. Third-Party Sharing

Notwithstanding the above, mobile originator opt-in data and consent will not be shared with any third parties for their own marketing or promotional purposes. We do not sell, rent, or lease our customer lists to third parties. We may share data with trusted partners to help perform statistical analysis or provide customer support, but all such third parties are prohibited from using your personal information except to provide these services to us.

5. Security

We implement appropriate technical and organizational measures to maintain the security of your personal information.

6. Contact Us

If you have questions regarding this policy, please contact us at:

[email protected]

Trusted Path Credit Solutions LLC

DBA: Trusted Path Financial

4364 Bonita Road STE 1004

Bonita, CA 91902