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Betty Azmoon, CDFA®, CFF
Griffin Financial, LLC

Tel: 714-912-4764
135 S. Chaparral Ct., Suite 110
Anaheim, CA 92808
Griffin Financial, LLC | Financial Advisor in Anaheim ,CA

We Value and Appreciate Your Business


About Betty Azmoon

Betty Azmoon's foremost goal is helping her clients make confident financial decisions. She is an experienced financial planning and wealth management advisor who believes that the more informed a person is, the better decisions they are able to make.

She works with individuals & Families planning for retirement or going into retirement, emerging from a divorce, or recently widowed. Betty's goal is to make them feel understood, empowered, and confident in their financial future.

The cornerstone of Betty's process is asking good questions. With 29 years of experience, Betty is a seasoned professional who knows just what to investigate so that her clients can achieve their goals. Then she provides clear, easily understood explanations of the options available them.

Betty Azmoon is the owner of Griffin Financial, LLC, a Registered Investment Advisory Firm. She has decades if experience working in financial services, retirement & Investment planning, lending, and credit management. She makes it a mission to constantly stay current on all continuing education requirements.

In her spare time, Betty enjoys spending time with her husband Ali, and enjoying all that life has to offer with her many friends and family, as well as with her two kitties, Leyla & Booboo!


About Griffin Financial, LLC

At Griffin Financial we believe that working towards your long-term financial objectives depends on having the appropriate plan - one that fits your unique circumstances and grows with you. As trained and licensed professionals, we are able to draw on 28 years of financial planning experience to develop a roadmap to help you pursue your goals - whether they involve building wealth through investing, planning for a comfortable retirement, or protecting your estate.

Be Confident in your Financial Decisions!

Financial decisions can be complex and feel daunting, especially if you've never felt in charge of your finances before. We'll get the complexity sorted, lay it out clearly, and make it easier to understand so you can make a better, most informed decision for your future.

See Disclosures

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General Information

Firm Start Year:   2000
No. of Employees:   2-4
Name of Broker/Dealer:   LPL Financial Services, Inc
Advisory Services Provided:   Financial Planning, Estate Planning & Trusts, Risk Management, Retirement Planning, 401K Rollovers

Firm Information

Assets Managed by Advisor:   $35,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts:   $250,000

Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Disclaimer

Investment Advisor Representatives offer Financial Planning and Consulting through Griffin Financial, LLC, A Registered Investment Advisor Firm. Griffin Financial, LLC is a separate Legal Entity not affiliated with LPL Financial.

Betty E. Azmoon is a Registered Principal with, and Securities and Advisory Services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC. She holds the following registrations through LPL Financial: 6,7,63,66 & 24. CA Insurance License # 0784520 and is a Certified Financial Divorce Analyst® CDFA®. Griffin Financial and LPL do not provide legal advice or services. Please consult your legal advisor regarding your specific situation.

Compliance

Acknowledged fiduciary:

Yes


Compliance Disclosures in Last 5 years:

I have a clean record


Criminal Disclosures in Last 5 years:

I have a clean record


Office Hours

Mon. 9:00 AM - 4:30 PM
Tue. 9:00 AM - 4:30 PM
Wed. 9:00 AM - 4:30 PM
Thu. 9:00 AM - 4:30 PM
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