CB Strategic Advisors is committed to protecting your privacy. This policy explains in plain language what information we collect, how we use it, and what your rights are. If you have questions, contact us directly at cbuentello@cbstrategicadvisors.com.
1. Who We Are
CB Strategic Advisors is a sole proprietorship operated by Carlos A. Buentello, providing business advisory and financial guidance services. Our principal place of business is Brownsville, Texas.
Contact:
Carlos A. Buentello
CB Strategic Advisors
Brownsville, Texas
cbuentello@cbstrategicadvisors.com
(956) 708-6776
2. Information We Collect
We collect information only when you actively provide it or when it is automatically generated by your visit to our website.
Information you provide directly:
- Contact form submissions: Your name, company name, email address, and any message you write. This information is transmitted through Formspree, our form processing service.
- Scheduling through Calendly: When you schedule a consultation, Calendly collects your name, email address, and any responses to scheduling questions. This information is subject to Calendly's Privacy Policy.
- NDA agreement: We record your agreement to our mutual confidentiality agreement through our website. No signature data is stored on our servers; the agreement is acknowledged through a checkbox confirmation.
Information collected automatically:
- Server logs: Standard web server logs may record your IP address, browser type, referring pages, and pages visited. This data is used for security and technical troubleshooting only.
- Cookies: Our website uses minimal cookies. The Calendly scheduling widget may set cookies necessary for its operation. If Google Analytics is enabled on this site, it uses cookies to collect anonymized usage statistics. You can opt out of Google Analytics tracking at tools.google.com/dlpage/gaoptout.
3. How We Use Your Information
We use the information you provide for one purpose: to respond to your inquiry and conduct business with you. Specifically:
- To respond to messages submitted through our contact form
- To confirm and conduct scheduled consultations
- To communicate about an advisory engagement if one is established
- To improve the performance and usability of our website (aggregated, anonymized data only)
We do not use your information for automated marketing, profiling, or any purpose unrelated to the advisory relationship you initiated.
4. How We Share Your Information
We do not sell, rent, or trade your personal information to any third party.
We work with the following service providers who may process your information on our behalf:
- Formspree (form processing): receives contact form submissions and forwards them to us. Subject to Formspree's Privacy Policy.
- Calendly (scheduling): processes scheduling requests. Subject to Calendly's Privacy Policy.
- Cloudflare (website hosting and security): hosts this website and may process technical access data. Subject to Cloudflare's Privacy Policy.
- Google Analytics (if enabled): collects anonymized website usage data. Subject to Google's Privacy Policy.
We may also disclose your information when required by law, court order, government agency, or other legal authority, consistent with our mutual confidentiality obligations outlined in our Non-Disclosure Agreement.
5. Confidentiality of Advisory Communications
All business information shared during consultations and advisory engagements is treated as confidential under our Mutual Non-Disclosure and Confidentiality Agreement. Please review the full agreement for complete terms governing the confidentiality of advisory communications.
6. Data Retention
We retain contact form submissions and consultation records for as long as reasonably necessary to conduct our business relationship and comply with any applicable legal obligations. If no engagement is established following initial contact, inquiry information is retained for no longer than two years.
You may request deletion of your information at any time by contacting us directly.
7. Your Rights
You have the right to:
- Request access to the personal information we hold about you
- Request correction of inaccurate information
- Request deletion of your information, subject to any legal retention obligations
- Opt out of any future communications from us
To exercise any of these rights, contact us at cbuentello@cbstrategicadvisors.com or call (956) 708-6776. We will respond within 30 days.
8. Security
We take reasonable precautions to protect your information. Our website is served over HTTPS. Contact form submissions are transmitted securely. However, no method of internet transmission or electronic storage is completely secure, and we cannot guarantee absolute security.
In the event of a data breach that affects your personal information, we will notify you as required by applicable law.
9. Children's Privacy
Our services are directed exclusively to businesses and business professionals. We do not knowingly collect personal information from anyone under the age of 18. If we learn that we have inadvertently collected such information, we will delete it promptly.
10. Terms of Use
By using this website, you agree to the following terms:
- This website is provided for informational purposes only. Nothing on this site constitutes legal, financial, accounting, or tax advice.
- The content of this website, including articles and insights, reflects the professional opinions and experience of Carlos A. Buentello. It is not a substitute for personalized professional advice tailored to your specific situation.
- CB Strategic Advisors makes no warranties, express or implied, regarding the completeness, accuracy, or fitness for purpose of any content on this site.
- You may not copy, reproduce, or republish content from this site without prior written permission.
- Links to third-party websites are provided for convenience only. CB Strategic Advisors is not responsible for the content, privacy practices, or accuracy of third-party sites.
11. Governing Law
This Privacy Policy is governed by the laws of the State of Texas, without regard to conflicts of law principles. Any disputes arising from this policy shall be subject to the jurisdiction of the courts of Cameron County, Texas, consistent with our general engagement terms.
12. Changes to This Policy
We may update this Privacy Policy from time to time. When we do, we will update the "Last updated" date at the top of this page. We encourage you to review this page periodically. Continued use of our website following any changes constitutes your acceptance of the updated policy.
13. Contact Us
If you have any questions about this Privacy Policy or how we handle your information, please contact us:
Carlos A. Buentello
CB Strategic Advisors
Brownsville, Texas
cbuentello@cbstrategicadvisors.com
(956) 708-6776
linkedin.com/in/carlosbuentello