Privacy Policy

Effective Date: 10/1/2025

Tamura Financial (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, and share personal information through our website, forms, events, and communications — including SMS text messages sent via RingCentral.

SMS Disclaimer:  By providing your phone number, you agree to receive SMS messages from Tamura Financial. Message frequency varies. Reply STOP to unsubscribe or HELP for assistance. Standard message and data rates may apply. Full Privacy Policy

We collect personal information that you voluntarily provide when you:

• Fill out forms on our website (e.g., contact forms, workshop registrations, report requests)
   
• Schedule an appointment or consultation
   
• Communicate with us by phone, email, or text message
   
• Attend an event or webinar

The information we may collect includes:

• Name
   
• Email address
   
• Phone number (including for SMS communications)
   
• Mailing address
   
• Financial or demographic information you choose to provide for planning purposes

We may also automatically collect non-personal data (such as IP address, browser type, and site usage statistics) to improve our website’s performance and security.

We use your personal information to:

• Respond to your inquiries and provide requested services
   
• Schedule and confirm meetings or appointments
   
• Send educational content, newsletters, and event updates
   
• Deliver financial planning reports or other materials you have requested
   
• Send SMS text messages for confirmations, reminders, or updates (only with your consent)
• 
  

We do not sell or rent your personal information.
 

We may share limited information with trusted third parties that help us operate our business for example:
 

• Service providers (e.g., email systems, CRM software, secure document platforms)
   
• Communication tools such as RingCentral, used only to send messages you have consented to receive

Mobile Opt in, SMS Consent, and phone numbers collected for SMS communication purposes will not be shared with any third party or affiliates for marketing purposes.   
 

You may:

• Opt out of marketing emails by using the unsubscribe link in our messages
   
• Withdraw SMS consent at any time by replying STOP to any text message
   
• Request to update, correct, or delete your information by contacting us directly
• 
  

We maintain appropriate administrative, technical, and physical safeguards to protect your personal information against loss, misuse, or unauthorized access.

6. Updates to This Policy

We may update this Privacy Policy periodically. Updates will be posted here with a revised “Effective Date.”

If you have any questions about this Privacy Policy or our data practices, please contact:

Tamura Financial
Email: tracy@tamurafinancial.com
Phone: (925) 639-8889
Website: https://tamurafinancial.com

1- SMS Consent Communication:

The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

2- Types of SMS Communications:

If you have consented to receive text messages from Tamura Financial, you may receive messages related to the following:

Conversations external regarding Appointment confirmations and rescheduled appointments.

Example: "Hello, this is a friendly reminder of your upcoming appointment with [Name] at [Location] on [Date] at [Time]. You can reply STOP to opt out of SMS messaging from Tamura Financial at any time."

3- Message Frequency:

Message frequency may vary depending on the type of communication. For example, you may receive up to 2 SMS text communications per week related to your appointment status, including rescheduling appointment, etc.

4- Potential Fees for SMS Messaging:

Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

5- Opt-In Method:

You may opt-in to receive SMS messages from Tamura Financial in the following way:

Verbally, during a conversation.

6- Opt-Out Method:

You can opt out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

7- Help:

If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at info@tamurafinancial.com

Additional Options:

If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

8- Standard Messaging Disclosures:

Message and data rates may apply.

You can opt out at any time by texting "STOP."

For assistance, text "HELP" or visit our Privay Policy and Terms and Conditions pages.