Effective Date: January 1, 2025

1. Information We Collect

We may collect the following categories of personal information through our website, forms, tools, and other digital interactions:

·       Personal Identifiers: Name, email address, phone number, physical address, state of residence, or similar identifiers.

·       Financial and Insurance-Related Data: Information you provide in calculators, questionnaires, or forms (e.g., income, insurance needs, financial goals).

·       Device and Usage Information: IP address, browser type, referring website, pages visited, and interactions on our site.

·        Voluntary Information: Any content you choose to submit, such as messages or feedback.

2. How We Use Your Information

We use the information we collect to:

·       Provide requested tools, content, or services (e.g., insurance calculators, consultations)

·       Send email communications including educational content, newsletters, offers, or event invitations

·       Respond to inquiries and provide client support

·       Improve our website performance and user experience

·       Comply with legal obligations

3. Marketing and Communications

By submitting your information (such as through forms or calculators), you consent to receiving email communications from Roth Advisors. These may include updates, insights, and promotional content related to financial, insurance, or retirement planning. You may opt out at any time by clicking “Unsubscribe” in any email or contacting us directly.

We will never send marketing emails without your permission.

4. Data Sharing and Third-Party Services

We do not sell your personal data.

We may share your information with trusted service providers who assist in operating our website, sending email communications, or delivering online tools. These providers are required to maintain confidentiality and use your data only as necessary to perform their services.

5. Your Privacy Rights (U.S. and California Residents)

If you reside in California, you have additional rights under the California Consumer Privacy Act (CCPA):

·       Right to Know: You may request a copy of the personal data we collect about you.

·       Right to Delete: You may request that we delete your personal information.

·        Right to Opt-Out: You may request that your data is not sold (Roth Advisors does not sell data).

To exercise any of these rights, email us at info@rothadvisors.com with the subject line “Privacy Request.”

6. Cookies and Tracking Technologies

We may use cookies, tracking pixels, and similar technologies to improve your browsing experience and understand how users interact with our site. You can control or disable cookies through your browser settings.

7. Data Security

We implement reasonable administrative, technical, and physical safeguards to protect your personal data from unauthorized access, loss, or misuse. While we strive to use commercially acceptable methods to secure your data, no system is 100% secure.

8. Children’s Privacy

Our website and services are not intended for children, and we do not knowingly collect data from individuals under 18.

9. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated effective date. Your continued use of our website after updates constitutes acceptance of the revised policy.

10. Contact Us

If you have questions about this Privacy Policy or how your information is used, please contact us at:

Email: info@rothadvisors.com

Phone: 503.455.4420

Mailing Address:

 Roth Advisors

7409 SW Tech Center Drive, Suite B125

Tigard, OR  97007