Privacy Policy

Last Updated: July 28, 2026

This Privacy Policy explains how Executive Scheduling Associates collects, uses, discloses, and protects personal information through our website, our forms, our communications channels, and our related business activities.

1. Who We Are

Executive Scheduling Associates, Inc. ("Executive Scheduling Associates," "we," "our," or "us") is a scheduling team for financial wholesalers based in Redding, California.

Please also review our Cookie Policy, Terms of Use, SMS Terms and Conditions, and Accessibility Statement. By using our website (the "Site") or providing your information to us, you acknowledge that you have read and understood this Policy.

2. Notice at Collection

We collect the categories of personal information described in Section 3 for the purposes described in Section 5. We retain that information according to the criteria described in Section 13.

Where advertising and retargeting tools are active on the Site, we share certain identifiers and usage data with advertising partners for cross-context behavioral advertising. Under California and other state privacy laws, this may be considered a sale or sharing of personal information. You may opt out at any time through our cookie preferences or the "Your Privacy Choices" link in our footer.

We do not ask you to provide sensitive personal information through forms on the Site. A link to this Policy is provided at or above the submit button on every form.

3. Information We Collect

3a. Information You Provide

We collect personal information you voluntarily provide when you contact us, complete a form, request a quote or consultation, book an appointment, or communicate with our team. This may include:

• Full name
• Email address
• Phone number, including mobile phone number
• Mailing or service address
• Business name and job title, where relevant
• Details about your inquiry, project, or the service you are seeking
• Appointment date, time, service selected, and any notes you provide when booking
• Messages, inquiries, and correspondence, including chat messages
• Communication preferences

Payments, where applicable, are handled by a third-party payment provider. We receive confirmation of payment along with the amount, date, and your name and contact details. We do not receive or store your full payment card number.

3b. Information Collected Automatically

When you visit the Site, we and the third-party services described below may automatically collect:

• IP address
• Browser type and version
• Device type and operating system
• Pages visited, time on page, and navigation paths
• Referring website
• Date and time of visit
• Unique device and browser identifiers, including cookie identifiers
• Advertising identifiers, where advertising tools are active
• Approximate geographic location derived from IP address

This information is collected through cookies, pixel tags, and similar technologies. See our Cookie Policy and Section 8 below.

3c. Information From Third Parties

We may receive information about you from referral partners, social media platforms when you interact with our pages or advertisements, review platforms, and publicly available sources.

4. Tools and Services We May Use

The Site is built and operated using a number of third-party tools and services. The specific tools in use change from time to time as we improve the Site. This section describes the categories of tools we may use and what each does with your information. Each provider processes data independently in accordance with its own privacy policy.

Website platform and hosting

The Site is hosted on a third-party website platform, which sets cookies that allow the Site to function securely and provides us with basic visitor statistics such as how many people visit and which pages they view. The platform also includes error monitoring that records technical details when something on the Site breaks, including IP address and browser information, so that faults can be diagnosed. The platform processes this information as a service provider on our behalf.

Website analytics

We may use website analytics services, including Google Analytics, to understand how visitors interact with the Site. These services collect your IP address and device and browser identifiers, along with information about the pages you view and how you navigate. Where Google Analytics is in use, that data is transmitted to Google, which processes it as our service provider. Analytics cookies load only after you allow them. You may also opt out of Google Analytics across all websites using the Google Analytics Opt-Out Browser Add-On.

Advertising and retargeting

We may use advertising and retargeting tools provided by advertising platforms, including Meta (Facebook and Instagram), Google, and LinkedIn. These tools collect device and browser identifiers and on-site activity and transmit that data to the advertising platform. They allow us to measure the performance of our advertising and to show our advertisements to people who have previously visited the Site. Advertising cookies load only after you allow them. See Section 6 for more detail and for how to opt out.

Forms, contact, and customer records

Information you submit through forms on the Site is delivered to us by email and may also be stored in a customer relationship management or marketing platform so that we can respond to you, keep a record of our correspondence, and manage our relationship with you. These platforms process that information as service providers on our behalf.

Email and newsletters

If you subscribe to our email list or opt in to receive marketing emails, your contact details are stored in an email marketing platform that sends those messages on our behalf. Every marketing email includes an unsubscribe link.

Chat and messaging

The Site may include a chat or messaging widget operated by a third-party provider. If you interact with the widget, the provider may collect your name, email address, phone number, and the content of your messages, processed as a service provider on our behalf.

Our chat may use automated technology to generate responses to common questions. Conversations may be reviewed by our team and may be used to improve the accuracy of those responses. Please do not enter sensitive personal information into the chat. You may ask to speak with a person at any time.

Appointment scheduling

Appointment booking may be handled on a separate scheduling platform. Where booking takes place on a separate website, you leave our Site and that provider’s privacy notice applies to the information you enter there. We receive your name, contact details, the service and time you selected, and any notes you provided, and we handle that information as described in this Policy.

Payments

Payments may be processed on a separate platform operated by a third-party payment provider. Where payment takes place on a separate website, you leave our Site and that provider’s privacy notice applies. We never receive or store your full payment card number.

Spam protection

Our forms are protected by Google reCAPTCHA, which distinguishes real visitors from automated bots. It runs invisibly and does not require you to complete a challenge. reCAPTCHA collects hardware and software information, including device and browser data, and sends it to Google for analysis. This use is subject to Google’s Privacy Policy and Terms of Service. reCAPTCHA is necessary for the security of our forms.

Embedded content

Pages on the Site may embed content from third parties, such as maps, video players, calendars, review feeds, and social media posts. When a page containing embedded content loads, the provider may receive your IP address and may set its own cookies under its own policies.

Accessibility tool

The Site may include a third-party accessibility widget that lets you adjust display settings such as text size and contrast. Where present, it may store your display preferences on your device. See our Accessibility Statement for more about this tool and its limits.

5. How We Use Your Information

We do not use your personal information to make decisions that produce legal or similarly significant effects about you without human involvement.

6. Advertising and Retargeting

Where advertising tools are active on the Site, we and our advertising partners use information collected through cookies and pixels to:

• Measure advertising effectiveness. Understand how many visitors took action after seeing an advertisement.
• Retarget. Show our advertisements to people who have previously visited the Site when they use other platforms or browse other websites.
• Build similar audiences. Ask advertising partners to identify and show advertisements to people who share characteristics with our existing Site visitors.

These activities involve disclosing personal information, such as device identifiers, to our advertising partners. Under California and other state privacy laws, this may be considered a "sale" or a "sharing" of personal information for cross-context behavioral advertising.

How to opt out. Use our cookie preferences or the "Your Privacy Choices" link in the Site footer. Both work whether or not advertising tools are currently active. You may also opt out directly through each advertising platform’s own settings, including Meta Ad Preferences, Google Ad Settings, and LinkedIn’s advertising settings.

7. How We Share Your Information

We do not sell your personal information for money. Where advertising cookies and pixels are active, our use of them to deliver and measure advertising may be considered a "sale" or a "sharing" of personal information for cross-context behavioral advertising under California and other state privacy laws. You can opt out at any time as described in Section 6.

Service providers and vendors

We share personal information with vendors who help us operate the Site and deliver services, including:

• Website hosting and content delivery
• Website analytics
• Customer relationship management, form handling, and email marketing
• Appointment scheduling
• Payment processing
• Chat and messaging tools
• Text messaging platforms
• Advertising platforms
• Security and spam prevention
• Accounting, insurance, and legal advisors

These vendors are permitted to use your information only as needed to perform services on our behalf.

Legal requirements

We may disclose personal information if required by law, court order, subpoena, or other legal process, or where we believe disclosure is necessary to protect the rights, property, or safety of Executive Scheduling Associates, our customers, or the public.

Business transfers

If Executive Scheduling Associates is acquired by, merges with, or transfers assets to another company, your personal information may be transferred as part of that transaction.

De-identified and aggregated data

We may use and share information that has been de-identified or aggregated so that it can no longer reasonably be associated with any individual.

8. Cookies and Tracking Technologies

We use cookies, pixel tags, and similar technologies on the Site. Cookies that are not essential are blocked until you give permission through our cookie banner.

• Essential. Required for the Site to function and to remember your cookie choice. These load automatically and cannot be disabled.
• Analytics or performance. Help us understand Site usage. Loaded only after you allow them.
• Advertising or marketing. Enable retargeting and advertising measurement. Loaded only after you allow them.
• Functional. Support optional Site features such as embedded content, chat, and display preferences. Loaded only after you allow them.

See our Cookie Policy for what each category does and how long those cookies last. You may withdraw or change your choice at any time using the cookie preferences link in the Site footer.

9. Global Privacy Control

If your browser or a browser extension sends a Global Privacy Control (GPC) signal indicating that you do not want your personal information sold or shared, we treat that signal as a valid opt-out of the sale and sharing of your personal information for cross-context behavioral advertising, to the extent required by applicable law. You do not need to take any further action.

10. Text Message Communications

If you provide your mobile phone number and opt in to receive text messages from Executive Scheduling Associates, you may receive messages related to appointments, service updates, follow-ups, and occasional promotional communications.

Text message consent and mobile phone numbers are never sold, rented, or shared with third parties or affiliates for marketing purposes. All categories of data sharing described in this Policy exclude text messaging originator opt-in data and consent.

For full details, including the opt-in process, opt-out instructions, and your rights, see our SMS Terms and Conditions.

11. Anti-Spam and Unsolicited Messaging Policy

Executive Scheduling Associates prohibits the use of unsolicited bulk messages or spam to advertise or promote Executive Scheduling Associates, its services, or esasolutions.com. Executive Scheduling Associates does not authorize its employees, contractors, affiliates, vendors, marketing partners, or other third parties to advertise or promote esasolutions.com through unsolicited bulk electronic communications. Any unauthorized use of the Executive Scheduling Associates name, brand, website, or domain in unsolicited bulk messaging is prohibited.

We do not add contact information to our email or text message lists without consent, and every marketing email we send includes an unsubscribe link. If you receive an unsolicited bulk message that references Executive Scheduling Associates, our brand, or our domain, please report it to us at info@esasolutions.com so that we can investigate.

12. Data Security

We take reasonable administrative, technical, and physical precautions to protect personal information from unauthorized access, misuse, and disclosure. The Site uses HTTPS. Access to personal information is limited to personnel and service providers who need it for a specific business function.

No method of electronic transmission or storage is completely secure. We cannot guarantee absolute security, but we are committed to protecting your information using commercially reasonable practices.

13. Data Retention

We retain personal information only as long as necessary for the purposes described in this Policy, including to provide services, comply with legal obligations, resolve disputes, and enforce our agreements. The criteria we use to determine retention periods are set out below.

When personal information is no longer needed, we delete or de-identify it.

14. Your Privacy Rights

Depending on your state of residence and applicable law, you may have the following rights.

• Right to know. Request the categories and specific pieces of personal information we have collected about you, including sources, purposes, and the third parties to whom it was disclosed.
• Right to delete. Request deletion of your personal information, subject to legal retention requirements.
• Right to correct. Request correction of inaccurate personal information.
• Right to opt out. Opt out of the sale or sharing of your personal information for cross-context behavioral advertising, and of targeted advertising and profiling. Use our cookie preferences or the "Your Privacy Choices" link in our footer.
• Right to data portability. Request a copy of your personal information in a portable, readily usable format.
• Right to non-discrimination. You will not receive discriminatory treatment for exercising your privacy rights.
• Right to appeal. If we deny your request, you may appeal by replying to our response or contacting us using the details below. We will respond to an appeal in writing within 45 days.

How to submit a request. Contact us at info@esasolutions.com or (877) 315-3689.

Our response. We will acknowledge your request promptly and respond to verifiable requests within 45 days. If a request is complex, we may extend that period by an additional 45 days and will notify you within the initial period. We may need to verify your identity before processing your request.

Authorized agents. You may designate an authorized agent to submit a request on your behalf. We may require written authorization and verification of your identity.

If we deny your request. We will explain our reasons and tell you how to appeal. You may also submit a complaint to your state attorney general.

15. Sensitive Personal Information

We do not ask you to provide sensitive personal information through forms on the Site, and we ask that you not include it in messages, chat, or attachments submitted through the Site. We do not collect sensitive personal information as that term is defined under applicable state privacy laws, and we do not use or disclose it to infer characteristics about you.

16. State-Specific Rights

California residents. California residents have rights under the California Consumer Privacy Act as amended by the California Privacy Rights Act, including the rights described in Section 14, the right to limit the use of sensitive personal information where applicable, and the right to appeal a denied request. To opt out of the sale or sharing of your personal information, use our cookie preferences or the "Your Privacy Choices" link in our footer. To exercise your rights, contact us at info@esasolutions.com or (877) 315-3689.

Residents of other states. Residents of states with comprehensive privacy laws, including Colorado, Connecticut, Delaware, Florida, Indiana, Iowa, Kentucky, Maryland, Minnesota, Montana, Nebraska, New Hampshire, New Jersey, Oregon, Rhode Island, Tennessee, Texas, Utah, and Virginia, have rights substantially similar to those described in Section 14. We apply the protections described in this Policy to all visitors regardless of residence.

Nevada residents. Nevada residents may submit a verified request directing us not to sell certain covered information by contacting info@esasolutions.com.

17. Children’s Privacy

The Site is not directed to children under the age of 16, and we do not knowingly collect personal information from children under 16 through the Site. If we learn that we have collected personal information from a child under 16, we will promptly delete it. If you are a parent or guardian and believe your child has provided us with personal information, please contact us at info@esasolutions.com.

18. Third-Party Links and Platforms

The Site may contain links to third-party websites, including scheduling and payment platforms, social media pages, and review sites. We are not responsible for the content or privacy practices of those sites. When you use them, the provider’s privacy notice applies in addition to ours. We encourage you to review the privacy policy of any third-party website you visit.

19. Changes to This Policy

We may update this Policy periodically to reflect changes in our practices, technology, or legal requirements. When we do, we will revise the "Last Updated" date at the top and post the revised version on the Site. Your continued use of the Site after an update constitutes acceptance of the revised Policy.

20. Contact Us

If you have questions about this Policy, wish to exercise your privacy rights, or have concerns about our data practices, please contact us: