Privacy Policy for the URL https://advisorgiant.com/
PRIVACY POLICY — AdvisorGiant.com
Operated by Giant Partners, Inc., a California Corporation
Doing Business As ("DBA") Advisor Giant
Last Updated: December 1, 2025
Welcome to AdvisorGiant.com ("Site"). This Privacy Policy explains how Giant Partners, Inc., doing business as Advisor Giant ("we," "us," "our") collects, uses, shares, and protects information submitted on this Site for the purpose of connecting consumers with financial advisors, retirement services, or related offerings.
By using this Site, you agree to the practices described in this Privacy Policy.
1. Information We Collect
We collect information in two ways:
(1) Information you submit directly
(2) Information collected automatically when you visit the Site
1.1 Information You Provide
When you submit a request on AdvisorGiant.com, we may collect:
Name
Phone number
Email address
Age range
Types of retirement or investment accounts
Estimated household income (ranges only)
State of residence
Financial preferences or goals (if provided)
Any additional information you voluntarily submit
We do not request Social Security Numbers, account numbers, banking information, or sensitive personal details.
1.2 Information Automatically Collected
When you visit the Site, we automatically collect:
IP address
Device type, browser type, OS
Pages visited
Time on site
Navigation paths, clicks, scroll behavior
General location (approximate)
Cookies & tracking identifiers
Session metadata
We use industry-standard technologies to collect this information, including:
Microsoft Clarity
Used to understand anonymous behavioral patterns such as clicks, scroll depth, and engagement.
Clarity does not capture form input fields or personal information.
TrustedForm (ActiveProspect)
Used to certify your form submission for legal and compliance verification.
TrustedForm may collect metadata and session-level info but does not capture your personal data.
A certificate may be shared with the financial advisor who receives your lead.
HubSpot CRM
Used solely to store lead submissions.
HubSpot tracking cookies are not enabled on this Site.
Meta (Facebook) Pixel & Hashed Data Uploads
We use the Meta Pixel for advertising measurement and optimization.
We may upload hashed email and phone numbers to create custom or lookalike audiences.
2. How We Use Your Information
We use information collected from you to:
Match you with a financial advisor licensed or operating in your state
Provide your information to exactly one advisor partner
Allow that advisor to contact you
Improve marketing, advertising, and website performance
Verify lead authenticity and prevent fraudulent submissions
Respond to your inquiries
Comply with legal or regulatory obligations
3. How We Share Your Information
Your information is shared only in the following ways:
3.1 One Assigned Financial Advisor
Your information is shared with one financial advisor or advisory company based on:
Your state
Their licensing and coverage
Service availability
The assigned advisor may:
Contact you
Store your information in their CRM
Use your information for their own marketing campaigns
Retain your information under their own privacy policy
We do not control how advisors use or store your information once transferred.
3.2 Service Providers
We may share information with trusted third-party vendors that assist in operating the Site, including:
HubSpot (CRM)
TrustedForm (lead certification)
Microsoft Clarity (analytics)
Meta (advertising)
Hosting and security vendors
These companies may process information solely on our behalf.
3.3 Legal Obligations
We may disclose information when required by:
Subpoena
Court order
Law enforcement
Regulatory requirements
3.4 We Do NOT Sell to Unrelated Third Parties
We do not sell your personal information to unrelated marketing companies.
We only transfer lead data to:
One selected advisor partner
Service providers necessary to operate the Site
Under California law, some advertising activity may be considered "sharing," and you have the right to opt out (see Section 7).
4. Marketing Communications & TCPA Consent
By submitting your information on AdvisorGiant.com, you provide written consent for:
Giant Partners, Inc. (DBA Advisor Giant)
AND
The financial advisor you are matched with
to contact you via:
Manual phone calls
Manual text messages
Automated calls (autodialer systems)
Automated SMS messages
Prerecorded or artificial voice messages
Email messages
These communications may include marketing or promotional content.
Consent is not a condition of purchase.
Message & data rates may apply.
You may opt out at any time.
5. Cookies, Pixels & Tracking
We use cookies and tracking tools for:
Analytics
Retargeting
Advertising optimization
Site performance
Fraud prevention
You may disable cookies in your browser settings.
6. Your Rights (U.S. Users)
You may:
Request access
Request deletion
Request correction
Opt out of marketing
Opt out of sale or sharing of personal information
To exercise your rights, email: [email protected]
7. California Privacy Rights (CPRA)
California residents have the right to:
Access their personal information
Request deletion
Request correction
Opt out of "sale" or "sharing"
Non-discrimination for exercising rights
You may opt out of advertising-related "sharing" at: advisorgiant.com/do-not-sell
We do not collect or process "sensitive personal information" as defined by CPRA.
8. Data Retention
We retain:
Lead data as long as necessary for business purposes or legal requirements
Analytics data according to internal policies
Communications (emails) for recordkeeping
Advisors may retain information independently under their own policies.
9. Data Security
We use reasonable administrative, technical, and physical safeguards to protect your information.
However, no online system is completely secure.
10. Children's Privacy
This Site is not intended for anyone under 18.
We do not knowingly collect information from minors.
11. External Websites
We may link to third-party sites.
We are not responsible for their content or privacy practices.
12. Updates to This Policy
We may update this Privacy Policy periodically.
Changes will be reflected with a new "Last Updated" date.
13. Contact Us
For privacy questions or requests, contact:
Giant Partners, Inc. (DBA Advisor Giant)
1461 Lawrence Dr #2
Thousand Oaks, CA 91362