This Privacy Policy describes how information is collected and used when you visit this website or contact Adam Kazinec, CLU®, ChFC®, RICP®, Managing Partner and Senior Wealth Manager at Convergent Financial Partners.
When you schedule a conversation, submit a form, or otherwise contact us through this site, we may collect your name, email address, phone number, and any details you choose to share about your financial situation or goals.
We may also collect standard technical information automatically, such as browser type, device type, and pages visited, typically through analytics tools.
We do not sell your personal information to third parties.
Information may be shared with service providers who help operate this website or our scheduling and communication tools (for example, Greminders for scheduling), solely to provide those services. Securities and advisory services are offered through Cetera Wealth Services, LLC and Cetera Investment Advisers LLC; information relevant to an advisory or brokerage relationship may be shared with those firms as required to service your account.
You may ask us to correct, update, or delete personal information you've provided by contacting us using the information below. You can also unsubscribe from any email communications at any time.
Adam Kazinec
Email: adam.kazinec@convergentfp.com
Phone: 770-262-7127
Office: 15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277