Privacy Policy

Last updated: February 2026

Someone Who Cares Financial Advisory ("Company," "we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use the Someone Who Cares advisor portal at portal.someonewhocares.com ("Portal"), including our SMS two-factor authentication (2FA) service.

Information We Collect

We collect the following types of information:

• Account information: Name, email address, and password (stored as a secure hash) when you register for the Portal.
• Mobile phone number: If you opt in to SMS 2FA, we collect the mobile phone number you provide for the purpose of sending login verification codes.
• Usage data: Log data, IP addresses, browser type, and pages visited, used to maintain and improve the Portal.

How We Use Your Information

We use the information we collect to:

• Authenticate your identity and protect your account through SMS 2FA.
• Operate, maintain, and improve the Portal.
• Respond to your support requests and communications.
• Comply with applicable legal obligations.

SMS Data & No-Share Policy

We do not sell, rent, trade, or share your mobile phone number or SMS opt-in information with third parties for marketing or promotional purposes. Your phone number is used exclusively to deliver login verification codes as part of our SMS 2FA service. Message and data rates may apply.

How We Share Information

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

• With service providers: We use Twilio to deliver SMS messages on our behalf. Twilio receives your phone number solely to deliver verification codes and is bound by confidentiality obligations. Twilio's privacy policy is available at twilio.com/legal/privacy.
• As required by law: We may disclose information when required to comply with applicable laws, regulations, or legal processes.
• To protect rights: We may disclose information to protect the rights, property, or safety of our company, users, or others.

Data Retention

We retain your personal information for as long as your account is active or as needed to provide services. If you disable SMS 2FA, your phone number is removed from our active 2FA configuration. You may request deletion of your account data by contacting us at support@someonewhocares.com.

Security

We implement industry-standard technical and organizational measures to protect your information, including encrypted storage and TLS for data in transit. No method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

Your Choices

• SMS opt-out: Text STOP to any message we send to opt out of SMS 2FA messages, or disable SMS 2FA in your Portal account settings.
• Account data: Contact us to request access to, correction of, or deletion of your personal information.

Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of material changes by posting the updated policy on this page with a revised date.

Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:
Someone Who Cares Financial Advisory
Email: support@someonewhocares.com
Website: portal.someonewhocares.com

For SMS-specific terms, see our SMS Terms of Service.