Updated on August 12, 2026
Welcome to the James McCann, CFP® website and related sites and digital and online services (“James McCann, CFP® Site,” the “Site,” or “Sites”), an online information and communications service provided by James McCann, CFP® and all affiliates (“James McCann, CFP®” or “We” or “Us”). Investment advice is offered through Integrated Financial Partners, a registered investment advisor.
We take your privacy seriously, and we want you to know how we collect, use, share, and protect your information. In addition to this privacy policy (“Privacy Policy”), users of the James McCann, CFP® Site should consult the James McCann, CFP® Site Terms of Use as well as any product-specific terms and conditions that apply. Clients and prospective clients may also review our Form ADV Part 2A and Client Relationship Summary (Form CRS), and the separate privacy notice we deliver to clients under the Gramm-Leach-Bliley Act (“GLBA Privacy Notice”), which governs our handling of nonpublic personal financial information.
This Privacy Policy applies to all Sites where it is posted. Other James McCann, CFP® online properties may have their own privacy policies that apply to those sites. You should review those privacy policies in connection with your use of those sites.
What information we collect
Information you give us: We respect the right to privacy of all visitors to the James McCann, CFP® Sites. We receive and store some information that you enter on our Sites or that you provide to us through the Sites in any other way.
The information we collect or that you provide on or through our Sites or by using our services includes:
Data that may personally identify you, including your name, postal address, billing address, e-mail address, home, work and mobile telephone numbers, age, date of birth, Social Security number or taxpayer identification number, marital and family status, employment and occupation information, income, assets, liabilities, net worth, investment holdings and account numbers, bank account number, credit or debit card number (for payment purposes only), tax return information, insurance and beneficiary information, estate planning information, government-issued identification numbers, national origin, citizenship, veteran or military status, and IP address (collectively, “Personal Data”);
Information that you provide by filling in forms on our Sites, such as contact and consultation request forms, or by scheduling a meeting through our online scheduling tools. It also includes information you provide when you register to use our Sites or use services available through the Sites. We may also ask you for information when you report a problem with our Sites. Some forms collect sensitive financial information necessary for us to provide our services to you;
Records and copies of your correspondence (including email addresses), if you contact us;
Your responses to surveys that we might ask you to complete for research, development, and marketing purposes.
You also may provide information to be published or displayed (hereinafter, “Posted”) on public areas of the Sites or transmitted to other users of the Sites or third parties (collectively, “User Contributions”). Your User Contributions are Posted on and transmitted to others at your own risk. Although we limit access to certain pages, please be aware that no security measures are perfect or impenetrable. Additionally, we cannot control the actions of other users of the Sites with whom you may choose to share your User Contributions. Therefore, we cannot and do not guarantee that your User Contributions will not be viewed by unauthorized persons.
Information we collect automatically: We collect information about you automatically as you navigate through or use our Sites. Information collected automatically may include usage details, IP addresses, session replay and recording technology (recording your movements, clicks, etc. on our Sites), and information collected through cookies, web beacons, pixel tags, and other tracking technologies. As you navigate through and interact with our Sites, we may use automatic data collection technologies (such as session replay and tracking technologies referred to above) to collect certain information about your equipment, browsing actions, and patterns, specifically:
Usage Details. Details of your visits to our Sites, such as traffic data, location, logs, referring/exit pages, date and time of your visit to or use of our Sites, error information, clickstream data, and other communication data and the resources that you access and use on or in the Sites.
Device Information. Information about your computer, mobile device, and Internet connection, specifically your IP address, operating system, and browser type.
The information we collect automatically may include Personal Data or we may maintain or associate information we collect with Personal Data we collect in other ways or receive from third parties. It helps us to improve our Sites and to deliver a better and more personalized service by enabling us to:
- estimate our audience size and usage patterns;
- improve our product and services offering;
- store information about your preferences, allowing us to customize our Sites according to your individual interests; and
- recognize and/or authenticate you when you return to our Sites.
The technologies we use for this automatic data collection may include:
Cookies (or browser cookies). We and our service providers may use cookies, web beacons, and other technologies to receive and store certain types of information whenever you interact with our Sites through your computer or mobile device. A cookie is a small file or piece of data sent from a website and stored on the hard drive of your computer or mobile device. You can easily manage non-essential cookies for this website by using this link: manage cookies. On your computer, you may also refuse to accept browser cookies by activating the appropriate setting on your browser, and you may have similar capabilities on your mobile device in the preferences for your operating system or browser. However, if you select this setting you may be unable to access or use certain parts of our sites. Unless you have adjusted your browser or operating system setting so that it will refuse cookies, our system will issue cookies when you direct your browser to our website. To see a list of cookies, please scroll to the bottom of the page.
Pixels and Web Beacons. Pages on our Sites, or our e-mails, may contain small electronic files known as web beacons (also referred to as clear gifs, pixel tags, and single-pixel gifs) that permit us, for example, to count users who have visited those pages or opened an e-mail and for other related Sites statistics (for example, recording the popularity of certain Sites content and verifying system and server integrity). We use this information to assist us in improving our user experience.
Do Not Track Signals. Some web browsers permit you to broadcast a signal to websites and online services indicating a preference that they “do not track” your online activities. At this time, we do not honor such signals. However, we do not track your online activities on or across third party websites or other online services for any purpose, including advertising, unless you specifically opt-in to a program or campaign that authorizes such tracking.
Email communications, newsletter, and related services
Our Sites provide you with the opportunity to receive communications from us or third parties. For example, you can sign up for a free James McCann, CFP® email newsletter. You can unsubscribe from this newsletter at any time. You may use the unsubscribe mechanism or link in our marketing emails if you wish to stop receiving marketing emails from us.
Email communications that you send to us via the email links on our Site may be shared with a client service representative, employee, specialist, or agent that is most able to address your inquiry. We make every effort to respond in a timely fashion once communications are received. Once we have responded to your communication, it is discarded or archived, depending on the nature of the inquiry and our recordkeeping obligations. Note that email communications that you send us via the email links on our Site are not automatically encrypted, and it is possible that unencrypted email communications with us may be accessed or viewed by another internet user while in transit to us. Please do not send account numbers, Social Security numbers, or other sensitive financial information by unencrypted email.
Surveys
We occasionally survey visitors to our site. The information from these surveys is used in aggregated, de-identified form to help us understand the needs of our visitors so that we can improve our site. The information may be shared with third parties with whom we have a business relationship. We generally do not ask for information in surveys that would personally identify you; if we do request contact information for follow-up, you may decline to provide it. If survey respondents provide personal information (such as an email address) in a survey, it is shared only with those people who need to see it to respond to the question or request, or with third parties who perform data management services for our site. Those third parties have agreed to keep all data from surveys confidential.
How we use the information we collect
In addition to the uses described above, we use the information we collect for things like:
- Optimizing the performance and user experience of our sites;
- Operating, evaluating, and improving our business;
- Providing financial planning, investment advisory, and related services;
- Marketing and advertising products and services, including by inferring your interests from your interactions with our websites and newsletters and tailoring advertisements, newsletters, and offers to you (both on our websites and on other websites) based on your online interactions and interests;
- Sending you email newsletters;
- Conducting research and analysis;
- Complying with our legal, regulatory, recordkeeping, anti-money laundering, and identity verification obligations;
- Communicating with you about our services, special events, and surveys.
We may combine this information with any other information we have about you, including, if you are a client, information you have provided in connection with your accounts and financial plan. If we combine information collected through the Sites with nonpublic personal financial information about you, we will treat all of that information in accordance with our GLBA Privacy Notice.
Texting
If you sign up to receive text messages from us on any of our Sites, you are consenting to receive text messages related to your relationship with James McCann, CFP®, including meeting confirmations and reminders, one-time passcodes, document requests, billing notifications, and service updates. These texts are unencrypted and message and data rates may apply. Message frequency may vary.
You can opt-out of SMS messages by texting STOP to the respective short code. Your opt-out request will generate one final message confirming that you have been unsubscribed. You will no longer receive SMS messages from the short code you opted out from. If you want to join again, you can sign up again on our Sites or text HELP to the short code for instructions.
If you are experiencing issues with the messaging program, you can reply with the keyword HELP for more assistance. You can also contact James McCann, CFP® at 617-615-6615 or by email at [email protected].
Note that carriers are not liable for delayed or undelivered messages.
Data retention
We will retain your information for as long as needed to provide you services, comply with our legal and regulatory obligations, resolve disputes, and enforce our agreements. You may request that we delete your data by contacting us as provided below. However, we may not be able to honor that request in all instances given the laws and regulations that apply to us. For example, the Investment Advisers Act of 1940 and related recordkeeping rules require us to retain certain client records, communications, and account information for specified periods.
Disclosure of your information
We may share the information we collect about you with third parties who we have engaged to help us provide the Site, as well as the products and services available through our Site. Your Personal Data may be disclosed to affiliates, contractors, service providers, and other third parties we use to support our business. The services provided by these organizations include providing IT and infrastructure support services, custodial and brokerage services, financial planning software and portfolio management platforms, advertising, marketing, and payment processing services. Advertising and marketing partners may receive and use your Personal Data to assist us with our advertising and marketing efforts. In each case, we will ensure that these third parties have agreed to safeguard your data. Our website and marketing partners may use third-party ad network providers to help present advertisements on this website.
We may provide third parties with aggregate statistics about our visitors, traffic patterns, and related site information. These data reflect site-usage patterns gathered during visits to our website each month, but they do not contain information that personally identifies you unless you have given us permission to share that information.
We may also disclose your Personal Data:
- to a buyer or other successor in the event of a merger, divestiture, restructuring, reorganization, dissolution, or other sale or transfer of some or all of our assets, whether as a going concern or as part of bankruptcy, liquidation, or similar proceeding, in which Personal Data held by James McCann, CFP® about our Sites users are among the assets transferred;
- to fulfill the purpose for which you provide it;
- for any other purpose disclosed by us when you provide the information;
- with your consent;
- to comply with any court order, law, or legal process, including to respond to any government or regulatory request, examination, or subpoena;
- to affiliates to market their products or services to you if you have purchased one of our products and if you have not opted out of these disclosures. For more information, see Choices About How We Use and Disclose Your Information;
- to enforce or apply our Terms of Use and other agreements, including for billing and collection purposes; and
- if we believe disclosure is necessary or appropriate to protect the rights, property, or safety of James McCann, CFP®, our clients, or others. This includes exchanging information with other companies and organizations for the purposes of fraud protection and credit risk reduction.
Choices about how we use and disclose your information
Our sponsors and advertisers have agreed that they will not collect any personally identifiable information from our Site visitors while using our Sites; however, we do not control the use of cookies provided by other third parties, nor do we manage the information collected by other third parties. These third parties may aggregate the information they collect with information from their other customers for their own purposes and in accordance with their own respective privacy policies.
In addition, we strive to provide you with choices regarding the Personal Data you provide to us. We have created or you have available mechanisms to provide you with control over your Personal Data:
Cookie Settings and Advertising. You can set your browser or operating system to refuse all or some cookies or to alert you when cookies are being sent. If you disable or refuse cookies, please note that some parts of our Sites may then be inaccessible or not function properly.
Promotional Offers from James McCann, CFP®. If you do not wish to have your email address used by us to promote our own products and services, you can opt-out at any time by clicking the unsubscribe link at the bottom of any email or other marketing communications you receive from us or submitting a request to [PREFERENCE CENTER LINK].
Targeted Advertising. To learn more about interest-based advertisements and your opt-out rights and options, visit the Digital Advertising Alliance and the Network Advertising Initiative (NAI) websites (https://youradchoices.com/ and https://thenai.org/). Please note that if you choose to opt out, you will continue to see ads, but they will not be based on your online activity. We do not control third parties’ collection or use of your information to serve interest-based advertising. However, these third parties may provide you with ways to choose not to have your information collected or used in this way. You can also opt out of receiving targeted ads from members of the NAI on its website.
Your rights regarding your information and accessing and correcting your information
You can contact us using the contact information below to access and/or find out what information we have about you and to correct that information. You may also notify us through the contact information below of any changes or errors in any Personal Data we have about you to ensure that it is complete, accurate, and as current as possible. We may not be able to accommodate your request if we believe it would violate any law or legal requirement or if we have a legal basis or obligation to maintain it, or if it would cause the information to be incorrect.
If you are a client of James McCann, CFP®, you can access information we maintain about you and your accounts by contacting our office at 617-615-6615, or through the client login portals available on our Site. Please note that we are required to retain certain client records under the Investment Advisers Act of 1940 and other federal and state law, and that records held by your account custodian are also subject to that custodian’s own policies.
Security
We use reasonable security measures to protect the confidentiality of personal information under our control, and we appropriately limit access to it. We use a variety of information security measures to protect your online transactions with us, consistent with our written information security program. The James McCann, CFP® Site uses encryption technology, such as Transport Layer Security (TLS/SSL), to protect your personal information during data transport. This helps protect the personal information you submit through our website while it is being transmitted to us. That being said, James McCann, CFP® cannot ensure or warrant the security of any information you transmit to us, and you do so at your own risk. We have taken reasonable steps to ensure the integrity and confidentiality of personally identifiable information that you may provide. You should understand, however, that electronic transmissions via the internet are not necessarily secure from interception, and so we cannot absolutely guarantee the security or confidentiality of such transmissions.
Users in the European Economic Area (EEA), the United Kingdom, and Switzerland
If you are a resident of the EEA, the United Kingdom, or Switzerland, the following information applies with respect to personal data collected through your use of our Site.
Purposes of processing and legal basis for processing: As explained above, we process personal data in various ways depending upon your use of the services. We process personal data on the following legal bases: (1) with your consent; (2) as necessary to provide the services; (3) to comply with our legal obligations; and (4) as necessary for our legitimate interests in providing the services where those interests do not override your fundamental rights and freedoms related to data privacy.
Transfers: Personal data we collect may be transferred to, and stored and processed in, the United States or any other country in which we or our affiliates or processors maintain facilities. We will ensure that transfers of personal data to a country or an international organization outside the EEA, the United Kingdom, or Switzerland are subject to appropriate safeguards.
Your rights: You are entitled to the rights under Chapter III of the EU General Data Protection Regulation, the United Kingdom General Data Protection Regulations and Data Protection Act 2018, or Section 2 of the Swiss Federal Act on Data Protection with respect to the processing of your personal data, which include the right to access and rectify and to request erasure of personal data. In order to verify your identity, we may require you to provide us with personal information prior to accessing any records containing information about you. To exercise these rights, please contact us at [DPO EMAIL].
Complaints or concerns: You are welcome to raise any complaints or concerns to James McCann, CFP® by contacting us at [email protected]. You also have the right to lodge a complaint with a supervisory authority.
Protecting children’s privacy
Our Sites are not intended for users under 18 years of age. No one under age 18 may provide any information to or through the Sites. We do not knowingly collect Personal Data from users under 18. If you are under 18, do not use or provide any information on or in our Sites or on or through any of their features, including your name, address, telephone number, email address, or any screen name or username you may use. If we learn we have collected or received Personal Data from a user under 18 without verification of parental consent, we will delete that information. If you believe we might have any information from a user under 18, please contact us at the contact information below.
Links to other websites
Our Sites may link to or recommend other websites, applications, or services (for example, custodian and account-access portals such as Charles Schwab, Fidelity Investments, and eMoney Advisor, or third-party scheduling tools) that have their own privacy policies. These third parties are not operated or controlled by James McCann, CFP®, and we are not responsible for their privacy practices. Be sure to review the privacy policy of any website, app, or service you visit or use.
Privacy policy updates
We may need to update our Privacy Policy as technology changes and James McCann, CFP® evolves. If we make significant changes to this Privacy Policy, we’ll post a prominent message on our websites.
Contact information
If you have a question or concern regarding your privacy, please contact us using the contact information below:
James McCann, CFP® 200 Fifth Avenue, Suite 4010 Waltham, MA 02451 617-615-6615 [email protected]
