Betty Azmoon

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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!

See Disclosures

General Information

Firm Start Year

2000

No. of Employees

CRD#

2257224

Firm CRD#

6413

Name of Broker/Dealer

LPL Financial Services, Inc

Years of Experience in Financial Services

Advisory Services Provided

401K Rollovers, Risk Management, Retirement Planning, Estate Planning & Trusts, Financial Planning

Compliance

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFF, CDFA^®

Firm Information

Assets Managed by Advisor

$35,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts

$250,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com 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.

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Paladin Research Report For:

Griffin Financial, LLC