top of page

Privacy Policy

Effective Date: September 1, 2025

​

Rockbridge CFO (“Rockbridge,” “we,” “our,” or “us”) values your trust. We are committed to protecting your personal information and being transparent about how we collect, use, and safeguard it when you interact with our website, services, and content.

​

Information We Collect

When you engage with us—whether by visiting our website, downloading resources, or contacting us—we may collect:

  • Contact details: name, email address, phone number, job title, and company.

  • Business details: company name, size, and industry.

  • Usage data: IP address, browser type, pages visited, and general site activity (via cookies and analytics tools).

​

How We Use Your Information

We use the information you provide to:

  • Deliver requested resources (like the Chaos to Clarity playbook).

  • Respond to inquiries and provide our services.

  • Share insights, updates, or newsletters (only if you’ve opted in).

  • Improve our website, marketing, and client experience through analytics.

  • Meet legal, regulatory, and compliance requirements.

​

How We Share Your Information

We do not sell your personal information. We may share it only with:

  • Trusted service providers (such as HubSpot, LinkedIn, or analytics platforms) who help us operate our business.

  • Legal or regulatory authorities if required to comply with law or protect our rights.

​

Your Rights and Choices

  • You can unsubscribe from our emails at any time using the link in any message.

  • You can disable cookies in your browser settings, though this may limit site functionality.

  • You may request access, correction, or deletion of your personal data by contacting us at info@rockbridgecfo.com.

​

GDPR and CCPA Compliance

If you are located in the European Union, United Kingdom, or California, you may have additional rights under GDPR or CCPA, including:

  • The right to know what personal information we collect, how we use it, and with whom it is shared.

  • The right to request access to your data, or to request correction, deletion, or restriction of processing.

  • The right to object to certain uses of your data, including for marketing purposes.

  • The right to data portability (to receive a copy of your data in a usable format).

  • The right not to be discriminated against for exercising your privacy rights.

​

To exercise these rights, please contact us at info@rockbridgecfo.com. We will respond in accordance with applicable laws.

​

Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law. Generally:

  • Contact and business information is retained while we maintain an active business relationship or until you request deletion.

  • Marketing information is retained until you opt out of communications.

  • Usage data (analytics, cookies, logs) may be retained for a limited period to improve site performance and security.

​

Once data is no longer needed, we securely delete or anonymize it.

​

Data Security

We use industry-standard safeguards to protect your information. While no system is entirely immune from risk, we are committed to protecting your data.

​

Third-Party Links

Our website may contain links to other sites. We are not responsible for the privacy practices of those third parties and encourage you to review their policies.

TWIPLA is a website analytics service that measures traffic on our website and collects general information from our website visitors. We create statistics to improve the experience of our website visitors. We never use cookies for this purpose. As a website operator using TWIPLA to conduct reach measurement, depending on the level of data protection we have activated, we may process information about the device you are using and its characteristics, information about technical characteristics of the website visit, the number of page visits and statistically relevant behavior of our website visitors. The technology does not use the collected data to identify individual visitors or to match the data with additional information about an individual user. Depending on the location from which you access our website, TWIPLA may not collect any information about the device you are using due to our technical settings.

​

Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted here with a revised effective date.

​

Contact Us

If you have questions or concerns about this Privacy Policy, please contact us:

Rockbridge CFO
2000 PGA Blvd., #4440-350
Palm Beach Gardens, FL 33408
info@rockbridgecfo.com
+1 561.769.5526

bottom of page