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Privacy Policy | Castaneda & Erdman, LLC

This policy is effective as of January 1, 2025. 

Protecting your private information is our priority. This Statement of Privacy applies to https://www.cbsslo.com, Castaneda & Erdman, LLC, governs data collection and usage. For the purposes of this Privacy Policy, unless otherwise noted, all references to Castaneda & Erdman, LLC including https://www.cbsslo.com. The Castaneda & Erdman, LLC website is a promotional and branding site for Compass Business Services, a business management and services consulting firm. Compass Business Services is a subsidiary organization of Castaneda & Erdman, LLC. By using the Castaneda & Erdman, LLC website, you consent to the data practices described in this statement.  

 

Collection of your Personal Information 

In order to better provide you with services offered on our site, Castaneda & Erdman, LLC may collect personally identifiable information, such as your: First and Last Name, E-mail Address, Phone Number, Business Address, Legal Entity Name, Date of Birth, or any other information you provide. We do not collect any personal information about you unless you voluntarily provide it to us. However, you may be required to provide certain personal information to us when you elect to use certain services available on this Site. These may include: (a) registering for an account on our site; (b) entering a sweepstakes or contest sponsored by us or one of our partners; (c) signing up for special offers from selected third parties; (d) sending us an email message; (e) submitting your credit card or other payment information when ordering and purchasing products and services on our Site. To wit, we will use your information for, but limited to, communicating with you in relation to services and/or products you have requested from us. Your information may be shared with contracted service providers only for the services for which you have elected to participate in. Your consent can be withdrawn at any time by contacting the Managing Partner. We also may gather additional personal or non-personal information in the future.

 

Use of your Personal Information 

Castaneda & Erdman, LLC collects and uses your personal information to operate its website(s) and deliver the services you have requested. Castaneda & Erdman, LLC may also use your personally identifiable information to inform you of other products or services available from Castaneda & Erdman, LLC and its affiliates. 

 

Sharing Information with Third Parties 

Castaneda & Erdman, LLC does not sell, rent, or lease its customer lists to third parties. Castaneda & Erdman, LLC may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to Castaneda & Erdman, LLC, and they are required to maintain the confidentiality of your information. Castaneda & Erdman, LLC may disclose your personal information, without notice, if required to do so by law or in good faith belief that such action is necessary to (a) conform to the edicts of the law or copley with legal process served on Castaneda & Erdman, LLC or the site; (b) protect and defend the rights or property of Castaneda & Erdman, LLC; and/or (c) act under exigent circumstances to protect the personal safety of user of Castaneda & Erdman, LLC, or the public. Castaneda & Erdman, LLC will never share, sell or attempt to share or sell your personal and non-personal information to third parties or any other external sources for the purposes of marketing, lead generation or related forms of promotion.  

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

 

Automatically Collected Information 

Information about your computer hardware and software may be automatically collected by Castaneda & Erdman, LLC. This information can include: your IP address, browser type, domain names, access times and referring website address. This information is used for the operation of the service, to maintain quality of the service, and to provide general statistics regarding use of the Castaneda & Erdman, LLC website.  

 

Security of your Personal Information  

Castaneda & Erdman, LLC secures your personal information from unauthorized access, use, or disclosure. Castaneda & Erdman, LLC uses the following method for this purpose: SSL Protection. When information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol. We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secured. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchange between you and us through this site cannot be guaranteed. 

 

Right to Deletion 

Subject to certain exceptions to out below, on receipt of a verifiable request from you, we will:  

  • Delete your personal information from our records; and  
  • Direct and service providers to delete your personal information from their records.  

Please note that we may not be able to to comply with requests to delta your personal information if it is necessary to:  

  • Complete the transaction for which the personal information was collected, fulfill the terms of written warranty or service recall conducted in accordance with federal law, provide a good or service requested by you, or reasonably anticipate within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;  
  • Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;  
  • Debug to identify and repair eros that impair existing intended functionality;  
  • Exercise free speech, ensure the right of another consumer to exercise their right of free speech, or exercise another right provided for by law; 
  • Comply with the California Electronic Communications Privacy Act; 
  • Engage in public or peer-reviewed scientific, historical, statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information is likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent; 
  • Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us; 
  • Comply with an existing legal obligation; or 
  • Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information 

 

Children Under Thirteen 

Castaneda & Erdman, LLC does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parents or guardian for permission to use this website.  

 

Business Transfers 

In the event of a merger, acquisition, or sale of all or a portion of our business, your personal information may be transferred as part of that transaction.  

 

E-mail & Telecommunications 

From time to time, Castaneda & Erdman, LLC may contact you via email for the purpose of providing announcements. Promotional offers, alerts, confirmations, surveys, and/or other general communication. If you wish to stop receiving marketing or promotional communications via email or telecommunications, including SMS Messaging, from Castaneda & Erdman, LLC, you may opt out of such communications by replying “STOP”.  

 

Use of Cookies 

Castaneda & Erdman, LLC website may use “cookies” to help you personalize your online experience. A cookie is a text file that is placed on your hard disk by a web page server. Cookies cannot be used to programs or deliver viruses to your computer. Cookies are uniquely assigned to you and can only be read by a web server in the domain that issued the cookie to you. One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the web server that you have returned to a specific page. For example, if you personalize Castaneda & Erdman, LLC pages, or register with the Castaneda & Erdman, LLC site or services, a cookie helps the Castaneda & Erdman, LLC Team to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same Castaneda & Erdman, LLC website, the information you previously provided can be retrieved, so you can easily use the features that you customized. You have the ability to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify this function setting to decline cookies if you prefer. If you prefer to decline cookies, you may not be able to fully experience the interactive features of Castaneda & Erdman, LLC services or websites you visit.  

 

Changes to this Statement 

Castaneda & Erdman, LLC reserves the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified on your account, by placing a prominent notice on our site, and/or by updating any privacy information on this page. Your continued use of the site and/or Services available through this site after such modification will constitute your; (a) acknowledgement of the modified Privacy Policy; and (b) agreement to abide and bind by that Policy. 

 

Information 

Castaneda & Erdman, LLC welcomes your questions or comments regarding this Statement of Privacy. If you believe that Castaneda & Erdman, LLC has not adhered to this Statement, please contact our Compliance Officer: 

Hugo A. Castaneda, SHRM-CP

Chief Executive Officer, Castaneda & Erdman, LLC

Chief Operations Officer, Compass Business Services

legal@cbsslo.com

Post Office Box 184, Pismo Beach, CA 93448-0184