Effective date: April 2, 2021

Affinity Financial and its affiliates (“us”, “we”, or “our”) operate the Affinity Financial website and associated web application under Affinity Financial -related domains (hereinafter collectively referred to as the “Service”).

This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our Service and the choices you have associated with that data.

We use your data to provide and improve the Service. By using the Service, you agree to the collection and use of information in accordance with this policy.

Definitions

Service

Service is the Affinity Financial website and web application operated by Affinity Financial.

Personal Data

Personal data means data about a living individual who can be identified from this data or other information either in our possession or likely to come into our possession.

Non-Personal Information

This is information about you or your household that doesn’t identify you personally or that has been aggregated or is no longer identifiable to a specific person.

Usage Data

Usage Data is data collected automatically, either generated by the use of the Service or from the Service infrastructure itself (for example, the duration of a page visit).

Cookies

Cookies are small files stored on your device (computer or mobile device).

Information Collection and Use

We collect several different types of information for various purposes to provide and improve our Service to you.

Types of Data Collected

Personal Data

While using our Service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you (“Personal Data”). Personally, identifiable information may include, but is not limited to:

• Email address
• First name and last name, especially when together
• Phone number
• Address, State, Province, Locality
• ZIP/Postal code, City
• Cookies and Usage Data

We may use your Personal Data to contact you with newsletters, marketing or promotional materials, and other information that may be of interest to you. You may opt-out of receiving any, or all, of these communications from us by following the unsubscribe link or the instructions provided in any email or message that we send.

Non-Personal Information

While using our Service, we may ask you to provide us with additional information that is not used to contact or identify you (“Non-Personal Information”). Non-Personally identifiable information may include, but is not limited to:

• First name
• Household income
• Gender
• Interests
• Financial Goals
• Financial Estimates

We may use your Non-Personal Information to provide recommendations that may be of interest to you. We may also use aggregated information that is not personally identifiable to identify and publicize facts or trends. You may opt-out of this usage by requesting that your account be deleted, and your information purged.

Usage Data

We may also collect information on how the Service is accessed and used (“Usage Data”). This Usage Data may include information such as your computer’s Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.

Location Data

We may use and store information about your location if you give us permission to do so (“Location Data”). We use this data to provide features of our Service, to improve and customize our Service.

You can enable or disable location services when you use our service at any time through your individual device settings.

Tracking and Cookies

We use cookies and similar tracking technologies to track the activity on our Service and we hold certain information.

Cookies are files with a small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Other tracking technologies are also used such as beacons, tags, and scripts to collect and track information and to improve and analyze our Service.

You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

Examples of Cookies we use:

• Session Cookies. We use Session Cookies to operate our Service.
• Preference Cookies. We use Preference Cookies to remember your preferences and various settings.
• Security Cookies. We use Security Cookies for security purposes.

Embedded content from other websites

Pages and/or articles on this site may include embedded “third-party” content (e.g. videos, images, articles, etc.). Embedded content from other websites behaves in the exact same way as if the visitor has visited the other website.

These websites may collect data about you, use cookies, embed additional third-party tracking, and monitor your interaction with that embedded content, including tracking your interaction with the embedded content if you have an account and are logged in to that website.

Affinity Financial has no control over third-party content and features (embedded or otherwise). By utilizing this site, you agree to hold Affinity Financial harmless for liability for third-party content.

How long we retain your data

We reserve the right to retain your data indefinitely, except where the law requires that data be deleted or destroyed. You have the right to request certain types of data be removed. Though we will make every effort to honor such requests, our capacity to do so may vary.

What rights you have over your data

We do not offer the ability to download personalized data for end-users and/or clients. You have the right to “close out” and have all your data removed. Some data may be controlled by third parties with their own policies and processes holding precedence.

Industry regulatory disclosure requirements

The material on the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit, and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission.  Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for the information, services, or products found on websites linked hereto. | Derek Pantele is an investment advisor representative of Dynamic Wealth Advisors dba Affinity Financial. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ /adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy. | Affinity Financial provides links for your convenience to websites produced by other providers or industry-related material. Accessing websites through links directs you away from our website. Affinity Financial is not responsible for errors or omissions in the material on third-party websites and does not necessarily approve of or endorse the information provided. Users who gain access to third-party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from the use of those websites. While we appreciate your comments and feedback, please be aware that any form of testimony from current or past clients about their experience with our firm on our website or social media platforms is strictly forbidden under current securities laws. | Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Transfer of Data

Your information, including Personal Data, may be transferred to – and maintained on – computers or servers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.

If you are located outside the United States and choose to provide information to us, please note that we transfer the data, including Personal Data, to the United States and process it there. Some parts of the Service may utilize servers and data transferred outside of the United States to trusted third parties in accordance with this Privacy Policy.

Your consent to this Privacy Policy, followed by your submission of such information, represents your agreement to that transfer.

Affinity Financial will take all the steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.

Disclosure of Data

Business Transaction

If Affinity Financial is involved in a merger, acquisition, or asset sale, your Personal Data may be transferred. We will provide reasonable notice before your Personal Data is transferred and becomes subject to a different Privacy Policy.

Disclosure for Law Enforcement

Under certain circumstances, Affinity Financial may be required to disclose your Personal Data if required to do so by law or in response to valid requests by public authorities (e.g. a court or a government agency).

Legal Requirements

Affinity Financial may disclose your Personal Data in the good faith belief that such action is necessary to:

• To comply with a legal obligation.
• To protect and defend the rights or property of Affinity Financial.
• To prevent or investigate possible wrongdoing in connection with the Service.
• To protect the personal safety of users of the Service or the public.
• To protect against legal liability.

Security of Data

The security of your data is important to us but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

Our Policy on “Do Not Track” Signals under the California Online Privacy Protection Act (CalOPPA)

We do not support Do Not Track (“DNT”). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked.

You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.

Service Providers

We may employ third-party companies and individuals to facilitate our Service (“Service Providers”), provide the Service on our behalf, perform Service-related services or assist us in analyzing how our Service is used.

These third parties have access to your Personal Data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.

Analytics

We may use third-party Service Providers to monitor and analyze the use of our Service.

Google Analytics

Google Analytics is a web analytics service offered by Google that tracks and reports website traffic. Google uses the data collected to track and monitor the use of our Service. This data is shared with other Google services. Google may use the collected data to contextualize and personalize the ads of its own advertising network.

You can opt-out of having made your activity on the Service available to Google Analytics by installing the Google Analytics opt-out browser add-on. The add-on prevents the Google Analytics JavaScript (ga.js, analytics.js, and dc.js) from sharing information with Google Analytics about visits activity.

For more information on the privacy practices of Google, please visit the Google Privacy Terms web page.

Links to Other Sites

Our Service may contain links to other sites that are not operated by us. If you click a third-party link, you will be directed to that third party’s site. We strongly advise you to review the Privacy Policy of every site you visit.

We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Visitors to the site and clients of Affinity Financial are also subject to this privacy policy from our partner, Dynamic Wealth Advisors.

Children’s Privacy Policy

Our Service does not address anyone under the age of 18 (“Children”).

We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and update the “effective date” at the top of this Privacy Policy.

If changes are materially significant, we will let you know via email and/or a prominent notice on our Service, prior to the change becoming effective and update the “effective date” at the top of this Privacy Policy.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us

If you have any questions about this Privacy Policy, please contact us by email at hello@affinity.financial or call us at 714-450-6697.