Privacy Policy
Catalano Financial
Catalano Consulting and Insurance Services, LLC
Effective Date: October 10, 2026
Our Commitment to Your Privacy
Catalano Financial, a registered investment advisory firm operated by Catalano Consulting and Insurance Services, LLC (“Catalano Financial,” “we,” “our,” or “us”), respects your privacy and is committed to protecting the personal and financial information entrusted to us.
We recognize that financial planning requires trust. Protecting your information is an important part of that relationship.
This Privacy Policy explains how we collect, use, disclose, and safeguard information obtained through our website, communications, financial advisory services, insurance services, and other business activities.
Information We Collect
Depending on your relationship with Catalano Financial, we may collect:
Personal and Contact Information
- Name, email address, telephone number, and mailing address.
- Information submitted through website contact forms, appointment requests, and educational resource downloads.
- Communications and inquiries you send to us.
Financial and Client Information
- Financial goals, income, assets, liabilities, and investment holdings.
- Retirement accounts, insurance policies, and estate planning information.
- Tax-related and other financial documents provided for planning or advisory purposes.
- Other information reasonably necessary to provide requested services.
Website and Technical Information
When you visit our website, certain information may be collected automatically, including your IP address, browser type, device information, pages visited, referring websites, and general website usage information.
Our website and service providers may use cookies or similar technologies to support website functionality, understand visitor activity, and improve the user experience.
How We Use Your Information
Catalano Financial may use information to:
- Respond to inquiries and schedule consultations.
- Deliver requested educational materials, including financial planning guides.
- Provide financial planning, investment management, insurance, and related services.
- Maintain client accounts and business records.
- Communicate regarding requested services and ongoing client relationships.
- Improve website functionality and educational content.
- Fulfill legal, regulatory, compliance, and recordkeeping obligations.
- Protect against fraud, unauthorized activity, and security threats.
We do not sell your nonpublic personal financial information.
Educational Resources and Website Forms
Visitors may voluntarily provide contact information to receive educational resources, including financial planning guides.
Information submitted through these forms may be processed by third-party technology providers that assist us with collecting requests, delivering materials, and managing communications.
Requesting an educational resource does not establish an investment advisory or client relationship with Catalano Financial.
Where we offer optional marketing communications, visitors may unsubscribe using the instructions provided in those communications or by contacting us directly.
Sharing and Disclosure of Information
Catalano Financial does not disclose nonpublic personal financial information to unaffiliated third parties for their independent marketing purposes.
We may disclose information as permitted or required by applicable law, including:
- To custodians, financial institutions, insurance carriers, and service providers when necessary to provide requested services.
- To technology, website, hosting, communications, and administrative service providers acting on our behalf.
- To attorneys, accountants, auditors, compliance professionals, and other professional representatives when appropriate.
- To respond to client inquiries, resolve disputes, or maintain and service accounts.
- To protect against fraud, identity theft, unauthorized transactions, or other potential liabilities.
- To comply with applicable laws, regulatory examinations, subpoenas, court orders, or other lawful requests.
- With your direction or consent.
Third-party providers may have access to information only as necessary for the services they perform, subject to applicable contractual and legal protections.
Protecting Your Information
Catalano Financial maintains administrative, technical, and physical safeguards designed to protect personal and financial information against unauthorized access, disclosure, alteration, and misuse.
Access to confidential information is limited to authorized individuals and service providers with a legitimate business need.
Although we take reasonable measures to safeguard information, no internet transmission or electronic storage system can be guaranteed completely secure.
We encourage visitors not to submit Social Security numbers, account passwords, or other highly sensitive financial information through ordinary website contact forms.
Cookies and Website Analytics
Our website may use cookies, analytics tools, and similar technologies to understand how visitors interact with our content and improve website performance.
You may adjust your browser settings to restrict or delete cookies. Certain website features may not function as intended if cookies are disabled.
If additional advertising, tracking, or analytics technologies are implemented, this policy may be updated to describe their use.
Third-Party Websites and Services
Our website may contain links to third-party websites, scheduling platforms, custodians, educational resources, and other services.
These third parties maintain their own privacy practices. Catalano Financial is not responsible for the privacy policies or security practices of websites and services it does not control.
We encourage visitors to review the privacy notices of those providers.
Data Retention
We retain personal information for as long as reasonably necessary to provide services, fulfill the purposes described in this policy, and comply with applicable legal, regulatory, and recordkeeping requirements.
Certain investment advisory records must be maintained for periods prescribed by applicable securities regulations.
Your Privacy Choices
You may contact Catalano Financial to request updates or corrections to personal information we maintain, inquire about our privacy practices, or request that we discontinue optional marketing communications.
Depending on applicable law and the nature of your relationship with us, you may have additional privacy rights.
Requests to access, correct, or delete information are subject to applicable legal and regulatory recordkeeping requirements.
Privacy Notices for Advisory Clients
Investment advisory clients may receive additional privacy disclosures describing how their nonpublic personal financial information is collected, used, and shared.
Where required by applicable law, these disclosures will be provided separately. This website policy supplements rather than replaces any required financial privacy notice.
Changes to This Privacy Policy
Catalano Financial may update this Privacy Policy periodically to reflect changes in our business practices, technology, services, or legal requirements.
The updated policy will be posted on our website with a revised effective date.
Contact Information
For questions regarding this Privacy Policy or the handling of your information, please contact:
Catalano Financial
Catalano Consulting and Insurance Services, LLC
The Woodlands, Texas
Email: peter@catalanofinancial.com
Phone: 832-696-0990
Website: https://catalanofinancial.com