Pichelli & Associates ("we," "us," or "our") respects your privacy. This policy explains what information we collect through our website and marketing, how we use it, and the choices you have.
01Information We Collect
We collect information in the following ways:
Information you give us directly
When you submit a LinkedIn Lead Gen form, complete our website contact form, or book a call through Calendly, we collect the details you provide — typically your name, business email, company name, job title, and any information you share about your company's revenue, role, or financial needs.
Information collected automatically
When you visit our website, we and our analytics providers automatically collect standard technical data such as your IP address, browser type, device information, referring page, and how you interact with the site. This is done through cookies and similar technologies.
02How We Use Your Information
We use the information we collect to:
- Respond to your inquiries and schedule consultations;
- Provide, deliver, and follow up on our fractional CFO services;
- Understand which content and campaigns are effective, and improve our website;
- Send relevant communications about our services, where permitted;
- Comply with legal obligations and protect against fraud or misuse.
We do not sell your personal information.
03How Information Is Shared
We share information only as needed to run our business, and never sell it. Specifically, information may be handled by:
- Service providers who operate tools on our behalf — including LinkedIn (lead forms and advertising), our website host, our analytics provider, and Calendly (scheduling);
- Professional advisors such as legal or accounting counsel, when reasonably necessary;
- Authorities or others when required by law, or to protect our rights, safety, or property.
These third-party tools have their own privacy policies governing how they process data. We encourage you to review the policies of LinkedIn and Calendly.
04Cookies & Analytics
Our website uses cookies and similar technologies to remember your preferences and to measure site traffic and performance. You can control or disable cookies through your browser settings, though some parts of the site may not function as intended if you do.
Our analytics provider helps us understand aggregate visitor behavior. This data is used to improve the site and is not used to identify you personally.
05Data Retention
We keep your information only as long as needed for the purposes described in this policy — to respond to your inquiry, deliver services, meet legal and accounting requirements, and maintain business records. When information is no longer needed, we take reasonable steps to delete or de-identify it.
06Your Choices & Rights
You have control over your information. You may:
- Access or correct the information you've provided to us;
- Request deletion of your information, subject to legal and business record requirements;
- Opt out of marketing emails at any time using the unsubscribe link or by contacting us;
- Manage cookies through your browser settings.
To make any of these requests, contact us using the details below. Depending on your location, you may have additional rights under applicable privacy laws.
07Data Security
We take reasonable administrative and technical measures to protect your information. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.
08Children's Privacy
Our services are intended for business professionals and are not directed to anyone under 18. We do not knowingly collect personal information from children.
09Changes to This Policy
We may update this policy from time to time. When we do, we'll revise the "Last updated" date at the top of this page. Significant changes may be communicated more directly where appropriate.
Contact Us
Questions about this policy or a request regarding your information? Reach out and we'll respond promptly.