Privacy Policy
Effective Date: 05-22-26
Last Updated: 05-22-26
Scope of This Privacy Policy
This Privacy Policy explains how Angulo & Morsa Legacy Consulting LLC (“Company,” “we,” “our,” or “us”) collects, uses, stores, discloses, and protects information through this website, contact forms, scheduling tools, email communications, payment platforms, and related services.
By using this website, submitting information, booking services, purchasing services, subscribing to communications, or otherwise interacting with us, you acknowledge the practices described in this Privacy Policy.
Information We Collect
We may collect personal, business, technical, and transactional information, including:
Names
Business names
Email addresses
Phone numbers
Mailing or billing addresses
Appointment information
Messages, inquiries, and correspondence
Uploaded files or documents
Payment and billing-related information
Marketing preferences
Browser and device information
IP addresses
Cookie, analytics, and website usage information
Information may be collected:
Directly from you
Through website forms
Through scheduling tools
Through payment processors
Through communication platforms
Through cookies and analytics technologies
Through interactions with our website and services
How We Use Information
We may use collected information to:
Respond to inquiries
Schedule appointments
Provide consulting services
Process payments and invoices
Communicate with clients
Deliver reports, recommendations, or project materials
Maintain business records
Improve website performance and user experience
Send newsletters, updates, or promotional communications
Protect our business, website, clients, and systems
Comply with legal obligations
Enforce agreements and business policies
Sensitive Information
Please do not submit sensitive personal, legal, medical, financial, employee, or confidential business information through general website forms unless specifically requested by us for a service engagement.
If sensitive information is needed for a project, we will request it through an appropriate communication method or service process.
Marketing Communications
If you subscribe to communications, submit a form, book a service, purchase a service, or otherwise engage with us, you may receive educational, promotional, operational, or service-related communications from Angulo & Morsa Legacy Consulting LLC.
Marketing communications may include:
Newsletters
Business insights
Service updates
Promotions
Educational materials
Announcements related to our services
You may unsubscribe from marketing emails at any time using the unsubscribe link included in those communications.
We may still send operational or transactional communications related to active services, invoices, appointments, client matters, legal obligations, or business administration.
Cookies and Tracking Technologies
This website may use cookies, analytics tools, tracking technologies, pixels, session technologies, and similar tools to:
Support website functionality
Understand website usage
Improve user experience
Support marketing and communication efforts
These technologies may collect information such as:
Browser type
Device information
IP address
Referral source
Pages visited
Session duration
Clicks and interactions
General geographic region
Browsing behavior on this website
You may disable cookies through your browser settings; however, some website features may not function properly.
Do Not Track and Privacy Signals
Some browsers offer “Do Not Track” settings or other privacy signals.
Because there is not a uniform industry standard for responding to all browser-based tracking signals, our website may not respond to every Do Not Track request.
Where required by applicable law, we will make reasonable efforts to honor legally recognized privacy signals and opt-out mechanisms.
Third-Party Platforms and Service Providers
We may use third-party platforms and service providers to operate our website and business, including but not limited to:
Squarespace
Squarespace Scheduling / Acuity
Squarespace Email Campaigns
Google Analytics
Payment processors
Video conferencing tools
Communication platforms
File-sharing or document management tools
Other software providers used to deliver services
These providers may collect, process, store, or access information according to their own privacy policies and security practices.
We are not responsible for the independent privacy, security, or data practices of third-party providers.
Payment Information
Payments made through this website, scheduling tools, invoices, or other payment systems may be processed by third-party payment processors.
Angulo & Morsa Legacy Consulting LLC does not directly store full payment card information on its own servers unless expressly stated otherwise.
Payment processors may collect and process billing and payment information according to their own terms, privacy policies, and security practices.
Data Sharing
We do not sell personal information.
We do not use personal information for cross-context behavioral advertising unless we update this Privacy Policy and provide any notices or choices required by law.
We may share information with trusted third-party service providers as reasonably necessary to:
Operate our website
Schedule appointments
Process payments
Deliver services
Send communications
Conduct analytics
Maintain records
Protect our business
Comply with legal obligations
Enforce agreements
Support business administration
We may also disclose information:
If required by law
In response to legal requests
To protect rights, safety, or property
To enforce agreements
In connection with a business transfer, merger, sale, restructuring, or similar transaction
No Sale or Sharing of Personal Information
Angulo & Morsa Legacy Consulting LLC does not sell personal information.
We do not knowingly share personal information for cross-context behavioral advertising as defined under applicable California privacy laws.
If our business practices materially change in the future, we may update this Privacy Policy and provide any notices or choices required by law.
Data Security
We take reasonable administrative, technical, and organizational measures to help protect submitted information from unauthorized access, misuse, disclosure, alteration, or destruction.
However, no method of internet transmission, electronic storage, or digital security can be guaranteed completely secure.
While we implement reasonable safeguards, users should exercise discretion when submitting information electronically.
Data Retention
We may retain information for as long as reasonably necessary to:
Provide services
Maintain business records
Comply with legal obligations
Resolve disputes
Enforce agreements
Support tax, accounting, and administrative requirements
Protect legitimate business interests
Retention periods may vary depending on:
Type of information
Nature of services
Applicable legal requirements
Operational and business needs
Your Privacy Choices and Rights
Depending on your location and applicable law, you may have rights regarding personal information we maintain.
Right to Access
Request information regarding certain categories of personal information we maintain.
Right to Correction
Request correction of inaccurate personal information where applicable.
Right to Deletion
Request deletion of certain personal information subject to legal and operational exceptions.
Right to Opt Out
Where applicable, request that certain processing activities be limited.
Requests may be submitted to:
We may take reasonable steps to verify identity before processing requests.
California Privacy Rights
California residents may have additional privacy rights under applicable California privacy laws.
Where applicable, California residents may request information regarding:
Categories of personal information collected
Purposes for which information is used
Categories of third parties with whom information may be shared
Rights to access, correction, deletion, and applicable opt-out rights
Privacy-related requests may be submitted to:
We may take reasonable steps to verify identity before responding.
Certain information may be retained when necessary to:
Complete transactions
Provide services
Comply with legal obligations
Maintain business records
Resolve disputes
Prevent fraud
Enforce agreements
Protect legitimate business interests
Children’s Privacy
This website and our services are intended for business and professional use and are not directed toward children under the age of 13.
We do not knowingly collect personal information directly from children under 13.
If we become aware that information has been submitted by a child under 13 without appropriate authorization, we may take reasonable steps to delete the information.
Individuals under the age of 18 should use this website only with the involvement of a parent, guardian, business owner, or authorized representative where appropriate.
International Users
Angulo & Morsa Legacy Consulting LLC operates primarily within the United States.
Users accessing this website from outside the United States understand that information may be transferred to, processed, and stored in the United States under applicable U.S. laws.
External Websites
This website may contain links to third-party websites or services.
We are not responsible for the content, privacy practices, security, or operations of external websites.
Users should review applicable privacy policies before providing information to third parties.
Privacy Requests Submitted by Authorized Agents
Where permitted by law, authorized agents may submit privacy requests on behalf of individuals.
We may request documentation reasonably necessary to verify authorization and identity before fulfilling requests.
Changes to This Privacy Policy
We may update or modify this Privacy Policy at any time.
Updated versions will be posted on this website with a revised Effective Date or Last Updated date.
Continued use of the website or services after updates are posted constitutes acknowledgment of the revised Privacy Policy.
Contact Information
Angulo & Morsa Legacy Consulting LLC
Business Phone: (951) 323-3762
Business Email: [email protected]