Privacy Policy

M&M Wealth Associates values your privacy and is committed to protecting the information you provide through this website. This Privacy Policy explains how we collect, use, and safeguard information obtained through your use of this website.

By accessing or using this website, you consent to the practices described in this Privacy Policy.

1. Website Audience

This website is intended for individuals who are at least 18 years of age and who are accessing the website from within the United States.

By using this website, you acknowledge that:

• You are at least 18 years old.
• You are located within the United States.
• You consent to the collection and use of information as described in this Privacy Policy.

2. Information We Collect

We may collect both personally identifiable information (“Personal Information”) and non-personally identifiable information (“Non-Personal Information”).

Personal Information

Personal Information may include:

• Name
• Email address
• Mailing address
• Telephone number
• ZIP code
• Information voluntarily submitted through contact forms or appointment requests

Non-Personal Information

Non-Personal Information may include:

• IP address
• Browser type
• Device information
• Website usage data
• Referring website addresses
• Access dates and times

3. How Information Is Collected

Information may be collected when you:

• Submit a contact form
• Request educational materials
• Schedule a consultation
• Subscribe to communications
• Interact with website features

Certain information may also be collected automatically through cookies, analytics services, and similar technologies.

4. How We Use Information

Information collected through this website may be used to:

• Respond to inquiries
• Communicate regarding requested services
• Provide educational resources
• Improve website functionality and user experience
• Maintain website security
• Prevent fraud or misuse
• Comply with legal and regulatory obligations
• Conduct internal business operations

5. Sharing Information

M&M Wealth Associates does not sell personal information.

Information may be shared with trusted service providers who assist in operating the website or supporting business operations.

Information may also be disclosed when:

• Required by law
• Responding to legal process or government requests
• Protecting rights, property, or safety
• Preventing fraud or unlawful activity
• Enforcing website policies and agreements

6. Cookies and Analytics

This website may use cookies and similar technologies to:

• Improve website performance
• Enhance user experience
• Analyze website traffic
• Understand visitor engagement

Most web browsers allow users to modify cookie settings through browser preferences.

7. Information Security

M&M Wealth Associates maintains reasonable administrative, technical, and physical safeguards designed to protect information from unauthorized access, use, disclosure, or alteration.

However, no transmission of information over the Internet can be guaranteed to be completely secure. Users provide information at their own risk.

8. Third-Party Websites

This website may contain links to third-party websites.

M&M Wealth Associates is not responsible for the privacy practices, content, or security of third-party websites. Users should review the privacy policies of any third-party websites they visit.

9. Communications and Opt-Out Rights

By voluntarily providing contact information, you consent to being contacted regarding requested information, services, or educational resources.

You may opt out of promotional communications at any time by contacting us using the information below.

Please note that administrative, legal, or account-related communications may still be sent when necessary.

10. Changes to This Privacy Policy

M&M Wealth Associates reserves the right to update or modify this Privacy Policy at any time.

Any changes become effective immediately upon posting to this website. Continued use of the website constitutes acceptance of any revised Privacy Policy.

Contact Information

If you have questions regarding this Privacy Policy, please contact:

M&M Wealth Associates
2900 S Harbor Blvd, Suite 225
Santa Ana, CA 92704

Phone: (714) 494-9515