Privacy Policy

Capital Expansion Strategies – Privacy Policy

Effective Date: November 22, 2024
Last Updated: October 23, 2025

Capital Expansion Strategies LLC (“Company,” “we,” “us,” or “our”) is committed to protecting your privacy and handling personal information responsibly. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our online educational and coaching services (the “Services”).

By accessing or using our Services, you agree to the practices described in this Privacy Policy.

1. Information We Collect

We may collect the following types of information from and about users:

Personal Information You Provide:

Name, email address, phone number (optional)
Information submitted through forms, coaching sessions, or inquiries
Preferences regarding communication and coaching interests

Automatically Collected Information:

Device data, browser type, IP address, and interaction data
Cookies and tracking technologies (see Section 4)

Financial Information:
We do not request or store brokerage login credentials or access financial accounts. Any financial details voluntarily shared during educational coaching remain solely for that purpose.

2. How We Use Personal Information

We may use your information to:

Provide coaching services and respond to inquiries
Deliver newsletters, alerts, and educational content you sign up for
Improve website performance and user experience
Operate, protect, and maintain the Services
Send administrative updates and relevant service content

You may opt out of marketing communications at any time using included unsubscribe options.

3. Legal Basis for Processing (GDPR Regions Only)

Where GDPR applies, we rely on:

Your consent
Our legitimate interests in providing and improving Services
Contractual necessity

You may withdraw consent at any time.

4. Cookies & Tracking Technologies

We use cookies and similar tools to support site functionality, analytics, and (where applicable) marketing activities. These may include essential cookies, analytics tools such as website performance monitoring, and marketing-related tags from email service providers (e.g., ConvertKit).

Users can manage cookie preferences through the Cookie Banner or Cookie Settings Panel displayed upon site access.

Consent requirements:

EU/EEA/UK: Non-essential cookies require opt-in consent
U.S. and other regions: Non-essential cookies may operate on opt-out basis

You may adjust or withdraw preferences at any time.

5. Communications, Alerts & Coaching Data

If you sign up for alerts, newsletters, or coaching:

We use your information only to provide requested educational content
Data shared during coaching is confidential and used exclusively to support your learning

You may unsubscribe or request deletion of contact data at any time.

6. Data Processing & Third-Party Vendors

We may use third-party service providers to support our operations (e.g., email delivery platforms, analytics tools). These vendors act independently in handling personal information and are responsible for safeguarding data in accordance with their own privacy policies.

We are not responsible for third-party data collection, processing, or compliance obligations.

7. Data Retention

We retain personal information only as long as needed to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law.

8. Data Security

We take reasonable measures designed to protect your information from unauthorized access, alteration, or disclosure. However, no method of transmission over the Internet is fully secure.

9. Children’s Privacy

Our Services are not directed to children under 18. We do not knowingly collect personal information from individuals under 18. If we learn we have done so, we will delete such information promptly.

10. Do Not Track Signals

We do not currently respond to browser-based “Do Not Track” signals.

11. International Users

If you access our Services from outside the United States, you understand your information may be processed in the U.S., which may have different data protection laws.

12. California Residents (CCPA/CPRA Notice)

If you are a California resident, you have specific rights regarding your personal information, including:

Right to know
Right to delete
Right to correct
Right to opt out of the sale or sharing of personal information

13. EU/EEA Residents (GDPR Rights)

If applicable, you have the right to access, correct, delete, or restrict processing of your personal data and to data portability and objection.

To exercise GDPR rights, contact us using the information below.

14. Linked Third-Party Services

Our website may link to other websites or tools we do not control. We are not responsible for the privacy practices of third-party sites.

15. Changes to This Privacy Policy

We may update this Privacy Policy periodically. Changes become effective on the “Last Updated” date noted at the top of this Policy.

16. Contact Information

For questions about this Privacy Policy or to exercise your rights, contact:

Capital Expansion Strategies LLC
Email: support@capitalexpansionstrategies.com
Website: capitalexpansionstrategies.com