Privacy Policy

Effective Date: August 1, 2026

Shield Financial and Insurance Services, Inc. (“Shield Financial,” “we,” “our,” or “us”) respects your privacy and is committed to protecting the personal information you provide.

Information We Collect

We may collect information you voluntarily provide, including:

Name
Email address
Mobile phone number
Mailing address
Information submitted through website forms, event registrations, appointment requests, or client communications

How We Use Your Information

We may use your information to:

Appointment confirmations and reminders
Scheduling communications
Customer service messages
Document request notifications
Event registration confirmations and reminders
Service-related follow-ups

Information Sharing

We do not sell your personal information.

Mobile information will not be shared with third parties or affiliates for marketing or promotional purposes.

Text messaging opt-in data and consent will not be shared with any third parties, including subsidiaries and affiliates.

We may share other personal information with service providers that assist us in operating our business, complying with legal or regulatory obligations, or providing requested services. These sharing permissions exclude text messaging opt-in data and consent.

Data Security

We maintain reasonable administrative, technical, and physical safeguards designed to protect your personal information. However, no method of electronic transmission or storage is completely secure.

Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with a revised effective date.

Contact Us

Shield Financial and Insurance Services, Inc.
4 Crow Canyon Ct, Suite 150
San Ramon, CA 94583

Phone: (925) 973-1088
Email: office@myshieldfinancial.com
Website: www.myshieldfinancial.com