Privacy Policy | EA Financial Advisory

1. Introduction

EA Financial Advisory Services ("EA Advisory", "we") values the trust you place in us and recognizes the importance of the privacy and security of your personal and financial data. This Privacy Policy describes how we collect, use, store, and protect your information when using our website, our Client Portal, and our consulting services.

2. Information Collection

To provide our financial and strategic consulting services, we may collect the following types of information:

Personal Identification Data: Name, address, email, phone, SSN/CPF, date of birth, and ID documents.
Financial and Asset Data: Details on income, assets, investments, liabilities, tax returns, and banking information necessary for analysis.
Corporate Data: Information about companies you own or partner in, including bylaws, balance sheets, and operational data.
Navigation Data: IP address, browser type, pages visited, and access times, collected via cookies to improve user experience.

3. Use of Information

We use your data for legitimate and specific purposes, including:

Providing financial consulting, tax planning, and business structuring services.
Identity verification and Compliance procedures (KYC/AML).
Communication about market updates, investment opportunities, and performance reports.
Continuous improvement of our services and Client Portal features.

4. Data Sharing

EA Advisory does not sell or rent your personal information. We may share data only when strictly necessary with:

Strategic Partners: Lawyers, accountants, and financial institutions (banks, brokers), exclusively for executing services contracted by you.
Legal Authorities: When required by law, regulation, or valid court order in Brazil or the US.
Technology Providers: Companies providing secure infrastructure (e.g., cloud servers, CRM systems) under strict confidentiality agreements.

Internationalization Note: As we operate between Brazil and the US, your data may be transferred and processed in both countries, always respecting applicable data protection laws.

5. Data Security

We implement robust banking-standard technical and organizational security measures to protect your data against unauthorized access, alteration, or destruction. This includes end-to-end encryption in the Client Portal, multi-factor authentication (MFA), and regular security audits.

6. Jurisdiction and Your Rights

As a US-based company, the processing of your data is governed by applicable US federal and state laws. We respect your privacy rights and offer transparency and control over your information, in compliance with American jurisdiction standards. If you are an international client, by using our services, you acknowledge and agree that your data will be processed in the United States.

7. Contact

For questions about this Privacy Policy or how we treat your data, please contact our Data Protection Officer (DPO) via email: contato@eafinancialadvisory.com.