Privacy Policy

Last updated: July 2026

TODO (Compliance):Review against the firm’s actual data practices and Regulation S-P privacy-notice obligations. Confirm the categories collected, sharing practices, retention, and any state-law requirements (e.g., applicable consumer-privacy statutes) before publishing.

Overview

This Privacy Policy applies to Gasima Financial (“we,” “us,” or “our”) and to this website. As a financial firm, protecting the confidentiality and security of the information you share with us is a core part of how we operate.

Information we collect

We may collect the following categories of information:

• Information you provide — such as your name, email address, phone number, and the contents of messages you send us through forms, email, or phone.
• Information needed to provide services — for advisory, tax, or bookkeeping clients, financial and tax information necessary to perform the engagement, collected under a separate client agreement.
• Automatically collected information — such as device, browser, and usage data collected through cookies and similar technologies when you visit this website.

How we use information

• To respond to your inquiries and communicate with you;
• To provide, maintain, and improve our services;
• To operate, secure, and analyze use of this website;
• To comply with legal, regulatory, and recordkeeping obligations.

How we share information

We do not sell your personal information. We may share information with third-party service providers who perform functions on our behalf (such as custodians, software providers, and professional advisors), and as required by law or regulation. Any such sharing is limited to what is necessary and is subject to appropriate confidentiality obligations.

How we protect information

We maintain physical, electronic, and procedural safeguards designed to protect your information. No method of transmission or storage is completely secure, however, and we cannot guarantee absolute security.

Your choices

You may opt out of marketing communications at any time. Most browsers let you refuse or delete cookies; doing so may affect how this website functions. To ask about the information we hold or to make a privacy request, contact us using the details below. [Add any state-specific consumer-privacy rights and request process here.]

Third-party links

This website may link to third-party sites we do not control. Their privacy practices are governed by their own policies, which we encourage you to review.

Changes to this policy

We may update this Privacy Policy from time to time. The “last updated” date above reflects the most recent revision.

Contact

For privacy questions, contact [email protected] or (941) 538-5791. Gasima Financial, Venice, Florida.