Effective Date: October 15, 2026
1. Introduction
This Privacy Policy describes how Regie Durana ("we," "our," or "us") collects, uses, and shares your information when you visit or use this website.
This site is operated by Round Table Strategy LLC. Regie Durana is a licensed financial professional. Any data collected here is governed by this Privacy Policy.
2. Information We Collect
We may collect personal information you voluntarily provide via forms, contact requests, or newsletter signups. This may include:
- Name
- Email address
- Phone number
- Information shared in messages or form submissions
Specifically, depending on which form or feature you use:
- Contact and lead forms on this site (homepage, workshops, content hub, Daily Insider, and the savings calculator) send your name, phone number, email address, and any notes you add to our CRM at crm.wsbroundtable.com through its /api/capture endpoint.
- The free guide download sends your name, email address, and phone number (if you provide one) to Resend, our email delivery service, so it can send you the guide.
- The newsletter signup sends your email address to our CRM through its /api/public/subscribe endpoint.
- The intro page assigns an anonymous visitor ID and sends basic page view and click events tied to that ID to our CRM through its /api/intro/track endpoint.
- Scheduling a call or taking the financial snapshot survey loads an embedded page from our CRM at crm.wsbroundtable.com; anything you enter there is collected by the CRM, not by this page directly.
Additionally, we may collect technical information (e.g., IP address, browser type) to improve website performance and security.
3. How We Use Your Information
We use your information to:
- Respond to inquiries or schedule consultations
- Provide requested resources or services
- Send reminders (e.g., appointments or follow-ups)
- Improve the functionality and content of the site
4. Text Messaging Consent
By submitting your phone number through this site, you consent to receive automated or manual text messages from "Round Table Strategy" for informational or administrative purposes. Message frequency varies. Message and data rates may apply. Reply STOP to unsubscribe, HELP for assistance.
5. Sharing of Information
We do not sell or rent your personal information. Under applicable privacy laws you have the right to opt out of the sale of personal information; since we do not sell it, no action is needed, but you can contact regie@wsbroundtable.com with any privacy request.
6. Third-Party Services
This website sends form submissions to our own CRM at crm.wsbroundtable.com (also operated by Round Table Strategy LLC) and uses Resend to deliver the free guide download by email. Scheduling and survey pages embed content directly from crm.wsbroundtable.com. We are not responsible for the privacy practices of other third-party websites you may link to from this site. Please review their individual policies.
7. Website Analytics
We use Google Analytics to understand overall traffic to this site.
We also use Microsoft Clarity, but only after you click "Allow" on the on-screen prompt that appears once you have dismissed the cookie notice; Clarity never loads before that. Clarity records clicks and scrolling so we can see how people use the page. Anything you type into a form field is masked and is never visible in that recording. See Microsoft's privacy statement at https://privacy.microsoft.com/privacystatement for how Microsoft handles this data.
To change your choice later, clear this site's data in your browser (cookies and site storage); you will be asked again on your next visit.
8. Data Security
We implement reasonable safeguards to protect your information. However, no transmission over the internet is 100% secure. Use this site at your own discretion.
9. Your Choices
You may request to review, update, or delete your personal information by contacting us at regie@wsbroundtable.com or dev@wsbroundtable.com.
10. Updates to This Policy
This policy may be updated occasionally. The "Effective Date" at the top of this page will be revised when changes are made.
11. Contact
If you have questions about this Privacy Policy, please contact: regie@wsbroundtable.com or dev@wsbroundtable.com