Privacy Policy

Effective Date: 4-27-2025

WPfinpro LLC (“WPfinpro”, “we”, “our”, “us”) values your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website wpfinpro.com, including any related forms, tools, or services (the “Site”).


1. Information We Collect

We may collect:

  • Personal Information: Name, email address, phone number, business details.
  • Usage Data: IP address, browser type, pages visited, time spent.
  • Tracking Technologies: Cookies, web beacons, pixels (for analytics and advertising).

2. How We Use Your Information

We use your information to:

  • Provide services and respond to inquiries.
  • Improve our website and services.
  • Send marketing communications with your consent.
  • Comply with legal obligations including FINRA compliance for our financial clients.

3. Cookies and Tracking

We use cookies for:

  • Essential website functionality.
  • Google Analytics (GA4) for performance insights.
  • Retargeting via platforms like Google Ads and Facebook.

You may opt out of cookies by adjusting browser settings or via our Cookie Consent Manager.


4. Retargeting and Advertising

We use:

  • Google Ads and Facebook Pixel for retargeting.
  • UTM parameters and tracking pixels to personalize your experience.

You can manage your ad preferences directly on these platforms.


5. GDPR and CCPA Compliance

  • GDPR: If you’re in the EU, you have the right to access, correct, or delete your personal data. Contact us at [email protected].
  • CCPA: California residents can request a disclosure of data collected and request deletion.

6. Data Sharing

We do not sell personal data. We share with:

  • Service providers (e.g., hosting, email delivery).
  • Compliance authorities when legally required.

7. Security Measures

We use SSL encryption, firewall protection, and routine audits to protect your data.


8. Accessibility (ADA Compliance)

Our website follows WCAG 2.1 standards to ensure accessibility for all users. If you experience accessibility issues, contact [email protected].


9. Changes to This Policy

We may update this Privacy Policy. Revisions will be posted on this page with a revised date.


10. Contact Us

For any privacy-related concerns: Email: [email protected]



Terms of Service

Effective Date: 4-27-2025

By accessing or using the Site, you agree to be bound by these Terms of Service.


1. Use of Our Services

WPfinpro provides managed website services, including hosting, security, compliance monitoring, and analytics tailored for financial firms.


2. User Responsibilities

You agree to:

  • Provide accurate information.
  • Not use the Site for unlawful purposes.
  • Maintain the confidentiality of your account.

3. Compliance and Financial Industry Standards

Our services are structured to help clients meet FINRA, SEC, and other regulatory requirements. WPfinpro does not provide legal advice but offers technical support aligned with best practices for compliance.


4. Intellectual Property

All content, trademarks, and service marks are property of WPfinpro or our licensors. You may not use our branding without prior written permission.


5. Third-Party Tools

We integrate with:

  • Google Analytics
  • Cloudflare
  • Elastic Email
  • Spotlightr
  • Other services as needed.

Each third-party tool is governed by its own terms and policies.


6. Limitation of Liability

WPfinpro is not liable for:

  • Any indirect, incidental, or consequential damages.
  • Website downtime beyond our control.
  • Actions taken by third-party services.

7. Governing Law

These Terms are governed by the laws of the State of Pennsylvania, USA.


8. Contact

For any legal or support inquiries: Email: [email protected]
Phone: 484-203-0331