About Us | Betty E. Azmoon | Griffin Financial LLC Anaheim Hills CA

About us



Our Story

At Griffin Financial we believe that reaching your long-term financial objectives hinges on having the right plan – one that fits your unique circumstances and grows with you. As trained and licensed professionals, we are able to draw on 20 years of financial planning experiences to develop a roadmap to help reach your goals – whether they involve building wealth through investing, planning for a comfortable retirement, or protecting your estate.

Our independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to develop customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ individual needs.

Griffin Financial, LLC is a southern California branch office of Woodbury Financial Services, Inc., member of FINRA and SIPC, and licensed to offer securities and insurance products in California, Nevada, Tennessee and Utah.

 

Our Story

At Griffin Financial we believe that reaching your long-term financial objectives hinges on having the right plan – one that fits your unique circumstances and grows with you. As trained and licensed professionals, we are able to draw on years of financial planning experiences to develop a roadmap to help reach your goals – whether they involved building wealth through investing, planning for a comfortable retirement, or protecting your estate.

Our independence enables us to establish working relationships with a number of industry-leading investment firms and insurance providers whose products we leverage to develop customized client portfolios. We recommend only those products and services that can be tailored to suit our clients’ individual needs.

Griffin Financial, LLC is a southern California branch office of Woodbury Financial Services, Inc., member of FINRA and SIPC, and licensed to offer securities and insurance products in California, Nevada, Tennessee and Utah.

Our
Team



Betty E. Azmoon

Owner/Founder of Griffin Financial, LLC

Betty Azmoon provides financial planning and wealth management services that help individuals and families obtain their financial goals and create a financial plan for the future. Betty works with individuals, including those going into retirement, divorcees and widows, to answer their most pressing financial questions and concerns, and then develops a well-thought-out financial plan that meets their individual financial goals.

Betty’s role at Griffin Financial is meeting with clients and prospective clients to educate them on the different financial and investment strategies that are available to help them reach their goals. She applies her extensive personal and professional experience in all areas of financial planning to help you pursue your goals. One of the benefits of working with Betty is her ability to provide clear, easily understood explanations of financial products and services.

Betty Azmoon is a Financial Planner and has been the CEO and owner of Griffin Financial for 19 years. She has worked in financial services, lending and credit management for 28 years. She holds her series 6,7,24 and 66 securities registrations, an insurance license, and stays current on all continuing education requirements. She is licensed to sell a variety of financial and insurance products and is registered in various states including, California, Nevada, Tennessee, and Utah. Licenses in additional states can/will be obtained as needed.

In her spare time, Betty enjoys spending time with her husband Ali.

Shadi Karimi

Operations Manager

Shadi Karimi has been the Operations Manager at Griffin Financial for over three years. She provides administrative support for Griffin Financial, including managing client documents, helping with providing clear communication between the firm and clients, and hosting clients in the office, making sure they are comfortable and that their needs are taken care of.

Before joining Griffin Financial, Shadi worked as an office manager for a large mortgage company overseeing all of the details of the lending process for loan officers, from application to escrow, and title process to funding. Prior to her financial experience, Shadi owned a daycare facility for children and was also a nurse. Her combination of experience in mortgage finance, and caring for individuals brings knowledge in finance, excellent organizational skills, as well as customer service skills, making her the perfect person to work with our clients.

Shadi also enjoys spending time with her son, and her dog, as well as cooking and event planning.