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