Privacy Policy
Introduction
Bravo 4 Financial ("we," "us," or "our") respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit bravo-4.com, use our services, or interact with us in any way.
By using our website, you consent to the practices described in this policy. If you do not agree with the terms of this policy, please do not access the site.
Information We Collect
We may collect the following types of information:
Information You Provide Directly. When you fill out a contact form, subscribe to our newsletter, schedule a conversation, or request a Business Value Estimate, we collect the information you provide, which may include your name, email address, phone number, business name, and any details you share about your business.
Information Collected Automatically. When you visit bravo-4.com, certain information is collected automatically, including your IP address, browser type, operating system, referring URLs, pages viewed, time spent on pages, and the date and time of your visit. This information is collected through cookies and similar technologies as described in our Cookie Policy.
Information from Third Parties. If you interact with the Business Value Estimate tool powered by BizEquity, information you provide through that tool may be shared with Bravo 4 Financial for the purpose of delivering your estimate and following up on your request. This may include your name, email address, business name, industry, zip code, and revenue information.
How We Use Your Information
We use the information we collect for the following purposes:
To provide our services. This includes delivering Business Value Estimates, responding to inquiries, scheduling consultations, and providing financial planning and advisory services.
To communicate with you. This includes responding to your requests, sending follow-up emails related to services you've expressed interest in, and delivering the Bravo 4 Brief newsletter if you've subscribed.
To improve our website. We use analytics data to understand how visitors use bravo-4.com so we can improve the experience, content, and functionality of the site.
To comply with legal obligations. We may use your information as necessary to comply with applicable laws, regulations, and regulatory requirements, including those of LPL Financial and FINRA.
How We Share Your Information
Bravo 4 Financial does not sell, rent, or trade your personal information to third parties for monetary consideration. We may share your information in the following limited circumstances:
Service Providers. We work with third-party service providers who assist us in operating our website and delivering our services. These include BizEquity (Business Value Estimates), LPL Financial (securities and advisory services), OnceHub (scheduling), Google Analytics (website analytics), and our email service provider (newsletter delivery). These providers are authorized to use your information only as necessary to provide services to us.
Legal Requirements. We may disclose your information if required to do so by law, regulation, legal process, or governmental request, or if we believe disclosure is necessary to protect the rights, property, or safety of Bravo 4 Financial, our clients, or others.
Regulatory Compliance. As a registered investment advisor affiliated with LPL Financial, we are subject to regulatory requirements that may require us to maintain and share certain records with regulatory bodies including FINRA and the SEC.
Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect your personal information from unauthorized access, use, alteration, or disclosure. However, no method of transmission over the internet or method of electronic storage is completely secure, and we cannot guarantee absolute security.
Your Rights and Choices
Email Communications. You may opt out of receiving newsletter or marketing emails at any time by clicking the unsubscribe link included in each email or by contacting us directly.
Cookies. You can manage your cookie preferences through your browser settings. See our Cookie Policy for more information.
California Residents. Under the California Consumer Privacy Act (CCPA), California residents have the right to request access to their personal information, request deletion of their personal information, and opt out of the sale of their personal information. Bravo 4 Financial does not sell personal information. To exercise your rights, please visit our Do Not Sell My Personal Information page or contact us directly.
Access and Correction. You may request access to, correction of, or deletion of your personal information by contacting us using the information provided below.
Third-Party Links
Our website may contain links to third-party websites, including BizEquity, LPL Financial, FINRA BrokerCheck, and others. We are not responsible for the privacy practices or content of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.
Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.
Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required by law or regulation. Financial records may be retained in accordance with regulatory requirements applicable to registered investment advisors.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices, technology, or legal requirements. Any changes will be posted on this page with an updated effective date. We encourage you to review this policy periodically.
Contact Us
If you have questions about this Privacy Policy or how your information is handled, please contact us at:
Bravo 4 Financial
Email: info@bravo-4.com
Phone: 219-964-6038
Effective date: February 25, 2026