Privacy Policy

Effective Date: December 4, 2025

Last Updated: December 4, 2025

Torrey Advisory and Torrey Insurance Services are committed to protecting your privacy.

1. Information We Collect

We may collect personal information you provide, automatically collected data, and information from third parties.

2. How We Use Your Information

To provide tax, fiduciary, and insurance services; respond to inquiries; evaluate eligibility; process applications; improve the Site; send updates; and comply with legal requirements.

3. Communications Consent

By submitting your information, you consent to receive emails, calls, and SMS messages.

4. Sharing Your Information

We may share information with insurance carriers, tax/fiduciary software providers, regulatory agencies, and service providers.

5. Data Security

We use reasonable safeguards including encryption, secure servers, and access controls.

6. Your Rights

You may access, correct, request deletion, or opt out of communications.

7. Data Retention

Records may be kept for 7+ years as required by law.

8. Third‑Party Links

We are not responsible for external sites.

9. Cookies & Tracking Technologies

We use cookies to improve site experience.

10. Children’s Privacy

We do not knowingly collect information from minors.

11. Changes to This Policy

We may update this Policy at any time.

12. Contact Information

Torrey Advisory & Torrey Insurance Services

Email: eva@torreycpa.com

Phone: 858‑544‑0017

Website: www.torreycpa.com

Get in Touch