Privacy Policy

Effective Date: August 15 2025

At Apex Health Advocates (“Apex,” “we,” “our,” or “us”), your privacy is important to us. This Privacy Policy explains how we collect, use, share, and safeguard your information when you visit our website (the “Site”), interact with our digital services, or engage with us as a client.


1. Information We Collect

We may collect the following types of information:

Information you provide directly

  • Name, email address, and phone number (e.g., when signing up for resources, scheduling a consultation, or subscribing to a newsletter).

  • Personal details you choose to share when completing forms, surveys, or intake checklists.

  • Payment information (processed securely through third-party providers such as Stripe; we do not store your credit card details).

Information collected automatically

  • IP address, browser type, and device identifiers.

  • Usage data such as pages viewed, time spent, and links clicked.

  • Cookies and similar technologies (see Section 6 below).

Information from third parties

  • If you interact with Apex through platforms such as Podia, HubSpot, Calendly, or Twilio, we may receive basic information (such as your name, email, and appointment details) to provide you with services.


2. How We Use Your Information

We use your information to:

  • Provide concierge health advocacy services.

  • Respond to inquiries and schedule consultations.

  • Deliver digital products (e.g., guides, checklists, newsletters).

  • Process payments securely.

  • Send relevant updates, newsletters, and marketing communications (you may opt out at any time).

  • Improve our Site, services, and client experience.

  • Comply with legal obligations.


3. Sharing of Information

We do not sell your personal information. We may share data only in the following circumstances:

  • Service providers: with trusted partners such as Podia (hosting), HubSpot (CRM), Stripe (payment processing), Calendly (scheduling), Zapier (integrations), and Twilio (SMS notifications) to operate our business.

  • Legal compliance: if required to do so by law or in response to valid legal requests.

  • Business operations: in the event of a merger, acquisition, or transfer of assets, your information may be transferred as part of the business.


4. Data Retention

We retain your information only as long as necessary to provide services, comply with legal obligations, and resolve disputes.


5. Security

We use reasonable technical and organizational measures to protect your personal information. However, no system is 100% secure. Please use discretion when sharing sensitive information online.


6. Cookies & Tracking

Our Site may use cookies, web beacons, and similar technologies to improve functionality, analyze traffic, and personalize content. You can adjust your browser settings to refuse cookies, though some features of the Site may not function properly.


7. Your Rights

Depending on your location, you may have rights to:

  • Access, correct, or delete your personal data.

  • Opt out of marketing communications.

  • Restrict or object to certain types of processing.

  • Request data portability.

If you are a resident of the European Union, United Kingdom, or California, additional rights under the GDPR or CCPAmay apply. Please contact us for details.


8. Children’s Privacy

Apex Health Advocates does not knowingly collect personal information from children under the age of 16. If we learn that we have done so, we will delete the information promptly.


9. International Visitors

If you access our Site from outside the United States, please note that your data may be transferred to and stored on U.S. servers.


10. Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with a revised “Effective Date.”


11. Contact Us

If you have questions about this Privacy Policy or how your information is handled, please contact us:

Apex Health Advocates
Carlsbad, CA
📧 apexhealthadvocates@gmail.com
📞 (619) 316-6869