Broker Check

Privacy Policy

Privacy Policy

Herrera May Wealth Management is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website Herreramay.com, use our services, or interact with us in other ways.
By using our website and services, you agree to the collection and use of information in accordance with this Privacy Policy.
1. Information We Collect
We collect the following types of information when you interact with our website or use our services:
Personal Information: Name, email address, phone number, etc.
Usage Data: Information about how you use our website, such as pages viewed, time spent on the site, etc.
Cookies: Small data files that are stored on your device to track activity and preferences.
2. How We Use Your Information
We may use the information we collect for the following purposes:
To provide and improve our services.
To communicate with you, including sending marketing communications (with your consent).
To personalize your experience on our website.
To comply with legal obligations.
3. How We Share Your Information
We do not sell, trade, or otherwise transfer your personal information to outside parties without your consent, except in the following cases:
Service Providers: We may share your information with third-party service providers who assist us in operating our website or providing services.
Legal Requirements: We may disclose your information if required by law or in response to a legal request (e.g., court order).
4. Data Security
We implement reasonable security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, please note that no method of transmission over the internet is 100% secure.
5. Your Rights
Depending on your location, you may have the right to:
Access and update your personal information.
Request the deletion of your personal information.
Opt-out of receiving marketing communications.
Withdraw your consent at any time, where applicable.
To exercise these rights, please contact us.
6. Cookies
Our website uses cookies to enhance your experience and gather data on site usage. You can control cookies through your browser settings.
7. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date. We encourage you to review this Privacy Policy periodically.
8. Contact Us
If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us.

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Terms and Conditions

Welcome to Herrera May Wealth Management. By using our website Herreramay.com and services, you agree to the following terms and conditions. Please read them carefully.
1. Acceptance of Terms
By accessing or using our website or services, you agree to comply with and be bound by these Terms and Conditions. If you do not agree to these terms, please do not use our website or services.
2. Use of the Website
You may use our website for lawful purposes only. You agree not to:
Violate any applicable laws or regulations.
Engage in any activity that could damage, disable, or impair the website or interfere with another user's ability to use the website.
3. Account Registration
To access certain features of our services, you may need to create an account. You agree to provide accurate and complete information during the registration process. You are responsible for keeping your account details and password confidential.
4. Intellectual Property
All content on the website, including text, graphics, logos, and images, is owned by or licensed to Herrera May Wealth Management and is protected by copyright and other intellectual property laws. You may not copy, distribute, or modify any content without our permission.
5. Payments
If you purchase any products or services from us, you agree to provide accurate payment information. 
6. Limitation of Liability
Herrera May Wealth Management will not be liable for any damages, losses, or costs arising from your use of the website or services, including but not limited to direct, indirect, or consequential damages.
7. Privacy Policy
Your use of the website and services is also governed by our Privacy Policy, which explains how we collect, use, and protect your personal information.

8. Termination
We may suspend or terminate your access to the website or services if you violate these Terms and Conditions. You may also terminate your account by contacting us.
9. Changes to Terms
We reserve the right to update or modify these Terms and Conditions at any time. Any changes will be posted on this page, and the updated date will be noted at the top.
10. Governing Law
These Terms and Conditions will be governed by the laws of California, without regard to its conflict of law principles. Any disputes will be resolved in the appropriate courts of California.
11. Contact Us
If you have any questions about these Terms and Conditions, please contact us.

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


SMS Terms & Conditions
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 Herrera May Wealth Management, you may receive messages related to the following: Appointment reminders
Follow-up messages
Billing inquiries
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 Herrera May Wealth Management at any time."
3- Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to 5 SMS messages per week related to your [appointments, etc.].
Example:
"Message frequency may vary. You may receive up to 5 SMS messages per week regarding your appointments or account status."
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 Herrera May Wealth Management in the following ways: Verbally, during a conversation
By submitting an online form
By filling out a paper form
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. 
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 [Privacy Policy] and [Terms and Conditions] pages.
Message frequency may vary


By texting Herrera May Wealth Management at 916-312-3095, you agree to receive conversations (external) messages from Herrera May Wealth Management. Reply STOP to opt-out; Reply HELP for support; Message & data rates may apply; Messaging frequency may vary. Visit https://www.herreramay.com/privacy-policy to see our privacy policy and https://www.herreramay.com/privacy-policy for our Terms of Service.