![]() |
![]() |
|
|
The matching process includes a few questions about personal financial data such as net worth and portfolio size. In some instances these entries are optional. This information is used solely to perform a detailed analysis of your financial advisory needs and to match you with appropriate Advisors. Roberto-Rivera.com will never disclose your personal financial data to any third party, except the appropriate financial advisors. Roberto Rivera Rivera may follow up matches with email or other contact to one or both parties. This is done to improve the web site through feedback and improve any relationships formed through the use of Roberto Rivera Rivera service by providing an additional means of communication between the User and the Advisor. Roberto Rivera Rivera may retain this correspondence for its records and may use the information to refine system, and for billing purposes. We take security very seriously. Roberto Rivera Rivera employees and contractors are bound by strict confidentiality agreements and any misuse of client information will be grounds for disciplinary action up to and including termination. Furthermore, client information at Roberto Rivera Rivera is made available to employees on a need-to-know basis. If you have any questions about our privacy policy or any other aspects
of Roberto Rivera Rivera, please feel free to contact
us. |