Privacy Policy

Effective Date: 07/10/2024.

Rosenberg Rich Baker Berman P.A. and RRBB Advisors, LLC, and its subsidiary entities, including CFO Financial Partners LLC (collectively, “RRBB”) respect your privacy. This Privacy Notice describes the types of personal information we may obtain about individuals, how we may use the information, with whom we may share it, how we protect it, and the choices available regarding our use of the information. The Privacy Notice also describes how you can contact us about our privacy practices. Other privacy policies could apply depending on how you interact with us, the products or services you may ultimately obtain from us, or the jurisdiction in which we are doing business with you.

Multiple RRBB entities may be responsible for the collection and use of your personal information for the purposes described in this Privacy Notice.  Please see the “How to Contact Us” section below for further information on these entities.

Information We Collect

We obtain personal information about individuals in various ways, such as when you visit our websites at or, as well as other online services that we own or control. The types of personal information we may obtain include:

  • On the contact form on our websites, we request your name, email address, and phone number, and the content of your message;
  • When you are given access to the Client Portal, we will ask for additional information to populate your profile in the Client Portal, such as your name, title, email and postal address, and phone number;
  • When you access the Payment Portals, we will ask for additional information to facilitate your use of the Portals, which are serviced by a third party, such as client ID, engagement information, payment details;
  • When you use the chat feature, we collect the information you submit in connection with that chat session;
  • When you subscribe to our newsletter, we request your email address;
  • When you contact us regarding a career opportunity with RRBB, we collect the information you submit in connection with that career opportunity, such as contact details, information in your resume and details about your current employment;

In addition, individuals may choose to submit information to us in other ways, such as through emails or other communications, social media pages, surveys, registrations and sign-up forms. We may also obtain information indirectly, for example, information we obtain from third-party business partners and service providers, and other third-party sources.

Information We Collect By Automated Means
When you interact with our websites or open our emails, we may obtain certain information by automated means, such as pixel tags, server or device logs and other technologies. A “cookie” is a text file that websites send to a visitor’s computer or other Internet-connected device to uniquely identify the visitor’s browser or to store information or settings in the browser. A “pixel tag” (also known as a web beacon), which is a type of technology that is often used in combination with cookies, is placed on a website or within an email to track certain activity, such as views of a website or when an email is opened. These technologies help us (1) remember your information so you will not have to re-enter it; (2) track and understand how you use and interact with our products and services; and (3) otherwise manage and enhance our products and services.

We may use these automated technologies to collect information about your device, browsing actions, and usage patterns. The information we obtain in this manner may include your device IP address, general location information, unique device identifiers, device type and model, device characteristics and settings, browser settings and characteristics, operating system type and version, language and country preferences, battery and signal strength, usage statistics, referring emails and web addresses, and other application details. We also may obtain information about your interactions with our Services, such as pages visited, links clicked, features used, dates and times of usage, session information, and other information about your use of our Services.

Your browser may tell you how to be notified about certain types of automated collection technologies and how to restrict or disable them. Please note, however, that without these technologies, you may not be able to use all the features of our websites. For mobile devices, you can manage how your device and browser share certain device data by adjusting the privacy and security settings on your mobile device.

How We Use the Information We Collect

We may use the personal information we obtain about you in the following ways:

  • Provide our products and services to you and manage your accounts;
  • Personalize your experience with our products and services;
  • Establish and manage your account and profile;
  • Advertise and market our products and services;
  • Manage the contractual relationship we have with your organization;
  • Process orders and billing inquiries in connection with our products and services and keep you informed about the status of your order;
  • Communicate with you, respond to inquiries and offer client/customer support;
  • Operate, evaluate and improve our business (including developing new products and services; improving and analyzing our products and services; managing our communications; and performing accounting, auditing and other internal functions);
  • Perform analytics and market, trend or statistical research;
  • Compile, anonymize or aggregate personal data for our business purposes;
  • Administer participation in surveys, sweepstakes, promotions or other programs;
  • Maintain and enhance the safety and security of our products and services, prevent misuse and troubleshoot technical issues;
  • Verify your identity and protect against fraud and other criminal activity, claims and other liabilities;
  • Exercise our rights and remedies and defend against legal claims; 
  • Communicate with you (including providing you with offers and other communications about our products and services);
  • Conduct investigations and comply with and enforce applicable legal requirements, relevant industry standards, and our policies and terms.

We also may use the information we collect about you in other ways for which we will provide notice at the time of collection. For information we collect in connection with a career opportunity, we may use that information to assess your candidacy and for recruitment and employment purposes.

Third-Party Analytics Services
We may use third-party analytics services on websites, such as Google Analytics. The providers of these analytics services use technologies such as cookies and web beacons to help us analyze your use of the Services. The information collected through these means may be disclosed to or collected directly by these services. To learn more about Google Analytics, please visit

Online Tracking and Interest-Based Advertising
You may see our ads on other websites or mobile apps because we use third-party ad services on our websites. Through these ad services, we can tailor our messaging to individuals considering demographic data, individuals’ inferred interests and browsing context. These ad services track information about your online activities over time and across third-party websites and apps by collecting information through automated means, including through the use of cookies, web server logs, web beacons and other similar technologies. These ad services may collect data about your visits to websites and apps that participate in these services, such as the pages or ads you view and the actions you take on the websites or apps. This data collection takes place both on our websites and on third-party websites and apps that participate in the ad services. These ad services use this information to show you ads that may be tailored to your individual interests. This process also helps us track the effectiveness of our marketing efforts. Our websites are not designed to respond to “do not track” signals received from browsers.

To learn how to opt out of ad network interest-based advertising in the U.S., please visit,, and

Information Sharing

We may share the personal information we obtain about you with our parent company, affiliates, subsidiaries, agents and business partners. We also may share the information we obtain about you with third-party vendors and other entities to perform services on our behalf, such as technology and communications providers, payment processing and billing service providers, advertising and marketing service providers, and others. We may share your personal information with social media platforms if you use those services to connect with us.

We may disclose personal information (1) if we are required to do so by law or legal process (such as a court order or subpoena); (2) to establish, exercise or defend our legal rights; (3) when we believe disclosure is necessary to fulfill statutory functions or statutory obligations; (4) in response to requests by government agencies, such as law enforcement authorities; (5) in connection with an investigation of suspected or actual illegal activity; or (6) otherwise with your consent or as directed by your representative.

We reserve the right to transfer to relevant third parties the personal information we have about you in the event of a potential or actual sale or transfer of all or a portion of our business or assets (including in the event of a merger, acquisition, joint venture, reorganization, divestiture, dissolution or liquidation) or other business transaction.

Your Choices

We offer you certain choices in connection with the personal information we obtain about you. You can unsubscribe from our marketing mailing lists by following the unsubscribe link in our emails. We do need to send you certain communications about our products and services, and you will not be able to opt out of those communications. This includes, for example, information about billing.

Other Online Services And Third-Party Features

Our websites may provide links to other online services for your convenience and information, and may include third-party features such as apps, tools, widgets and plug-ins (e.g., social media platforms). These online services and third-party features may operate independently from us. The privacy practices of the relevant third parties, including details on the information they may collect about you, are subject to the privacy statements of these parties, which we strongly suggest you review. To the extent any linked online services or third-party features are not owned or controlled by us, we are not responsible for these third parties’ information practices.

How We Protect Personal Information

We maintain administrative, technical and physical safeguards designed to protect the security of your personal information.

Retention Of Personal Information

We will keep your personal information for the period necessary to achieve the purposes outlined in this Privacy Notice, taking into account applicable statute of limitation periods and records retention requirements under applicable law.

Children’s Privacy

RRBB’s products and services, including our websites, are intended for a general audience and are not directed to children. In connection with the websites, we do not knowingly collect personal information online from children under the age of 18 without parental consent. If we become aware that we have collected personal information from a child under such age without parental consent, we will delete the information from our records. If you believe that a child under age 18 may have provided us with personal information without parental consent, please contact us as specified in the How To Contact Us section of this Privacy Policy.

Updates To Our Privacy Notice

This Privacy Notice may be updated periodically and without prior notice to you to reflect changes in our privacy practices. We will post a notice on the websites to notify you of significant changes to our Privacy Notice and indicate at the top of the Privacy Notice when it was most recently updated.


If you have any questions about this Privacy Notice, or if you would like us to update information we have about you or change your preferences, please contact us by email at or write to us at:


265 Davidson Avenue, Suite 210
Somerset, NJ 08873