This Privacy Policy describes how The Borrelli Report ("we," "us," or "our") collects, uses, and protects information when you visit www.theborrellireport.com, use our retirement tax planning tools and calculators, complete our assessment surveys, or use our mobile applications (the "Services").
Johnny Borrelli is a Registered Representative of Realta Equities, Inc. and an Investment Advisory Representative of Realta Investment Advisors, Inc., doing business as Onyx Alpha Advisory. Neither Realta Equities, Inc. nor Realta Investment Advisors, Inc. is affiliated with Tax Alpha Companies, including Tax Alpha Title and Tax Alpha Solutions. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, and securities are offered through Realta Equities, Inc., Member FINRA/SIPC, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Realta maintains firm-level privacy practices applicable to its securities brokerage and investment advisory businesses. You can review Realta's firm-level Privacy Policy at: https://realtawealth.com/wp-content/uploads/2025/04/Privacy-Policy-FINAL-03-31-2025-ws.pdf. For complete regulatory disclosures including Form CRS and Form ADV, see our Disclosures page.
By using our Services, you agree to the practices described in this policy. If you do not agree, please do not use our Services.
We do not request or collect Social Security numbers, exact account balances, account numbers, login credentials for financial institutions, or other sensitive personal financial credentials through our Services. Calculator inputs use ranges rather than exact figures.
We use the information we collect to:
We do not sell your personal information.
We use the following third-party services to operate our Services. These providers process information on our behalf under their own privacy policies:
We may add or change service providers over time. Each provider receives only the information necessary to perform its function.
We share information only in the following circumstances:
We do not sell, rent, or trade your personal information to third parties for their marketing purposes.
Our iOS and Android applications are wrappers around our website and provide the same retirement tax planning tools available at theborrellireport.com.
The mobile apps may collect:
The apps do not access your location, contacts, microphone, camera, photos, calendar, or other sensitive device data unless you explicitly grant permission for a specific feature. You can revoke permissions at any time through your device's settings.
You can delete your app data at any time by uninstalling the app and contacting us to delete any associated server-side data (see Your Privacy Rights).
When you subscribe to our newsletter, request a report, or otherwise provide your email address, you consent to receive emails from The Borrelli Report. Every email includes an unsubscribe link. You can opt out at any time, and we will honor opt-out requests promptly.
If you choose to provide your phone number, we may use it to:
Phone number provision is always optional. We do not send unsolicited marketing texts. Standard message and data rates from your carrier may apply. You can opt out of text messages at any time by replying STOP. For help, reply HELP. We will never share your phone number with third parties for their marketing purposes.
We use cookies and similar technologies to:
You can control cookies through your browser settings. Disabling cookies may affect some Service functionality.
We use commercially reasonable administrative, technical, and physical safeguards to protect your information, including encryption in transit (HTTPS/TLS) and access controls on the systems that store your data. However, no method of transmission over the Internet or method of electronic storage is 100% secure. We cannot guarantee absolute security.
If you believe your interaction with us is no longer secure, please contact us immediately.
We retain your information for as long as needed to provide the Services you've requested and to comply with legal, accounting, and regulatory obligations applicable to financial services communications. When information is no longer needed, we delete or anonymize it. You may request deletion at any time (see below).
Regardless of where you live, you have the right to:
To exercise any of these rights, contact us at the address in the Contact Us section. We will respond within a reasonable timeframe and as required by applicable law.
If you are a California resident, you have additional rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA), including:
To exercise these rights, contact us using the information below. We may need to verify your identity before processing your request.
If you are located in the European Economic Area, the United Kingdom, or Switzerland, you have rights under the General Data Protection Regulation (GDPR) and similar laws, including the rights to access, correct, delete, restrict processing, object to processing, and request data portability.
Our legal bases for processing your information include: your consent (which you may withdraw at any time), the performance of a contract or service you've requested, our legitimate business interests (such as improving the Services and securing them), and compliance with legal obligations.
You also have the right to lodge a complaint with your local data protection authority.
Our Services are not directed to children under 18 years old, and we do not knowingly collect personal information from children. If we learn we have collected information from a child under 18, we will delete it. If you believe a child has provided us with personal information, please contact us immediately.
We may update this Privacy Policy from time to time. The "Last Updated" date at the top of this page reflects the most recent revision. Material changes will be communicated via the Services or by email to subscribers. Your continued use of the Services after a change indicates acceptance of the updated policy.
If you have questions about this Privacy Policy, want to exercise a privacy right, or have any concerns about how your information is handled, please contact us:
The Borrelli Report
Attn: Privacy
Email: johnny@theborrellireport.com
Website: www.theborrellireport.com
For complete regulatory disclosures including Form CRS, Form ADV Part 2A and 2B, and firm relationships, please see our Disclosures page.