David GarfinDavid GarfinVice PresidentWealth Advisor
LinkedInAbout David
David Garfin is a Vice President and Wealth Advisor with J.P. Morgan Wealth Management. As a co-founder of The Monaco Garfin Group at J.P. Morgan, he delivers wealth planning strategies and asset management services for the team's high-net-worth clients, corporate executives, business owners and entertainment professionals.
David draws on his background in behavioral finance to help clients navigate the investment process. Based on each client's financial personality, he matches instruments and vehicles with appropriate risk profiles to construct tailored allocations that seek to address specific needs. The portfolios he develops are designed to help pursue tax-efficient returns and withstand volatility. Through this attentive process, he serves as a buffer against emotional decision making. David is especially adept at managing across complex issues such as trust and estate planning, and works alongside accountants and lawyers to help ensure a comprehensive approach to the totality of wealth management. He truly values the deep relationships he has built throughout his career, and which have endured through multiple generations and market upheavals.
A graduate of the University of Wisconsin at Madison, David earned his B.S. in Behavioral Science and Law with a minor in Business. He entered the wealth management industry for the opportunity to help clients meet their long-term goals. David met and partnered with Kevin Monaco, the other principal of the team, when he moved to Los Angeles from New York. Together, they spent eight years at Credit Suisse, then at Barclays before joining J.P. Morgan in 2017.
A native of New York, David has lived in Los Angeles since 2003. He and his wife, Dana, reside in Encino with their two daughters, Emma and Mia. Active in his community, he previously served on the El Caballero Country Club Charitable Foundation Board of Directors and volunteers at his children's school. David enjoys golfing, skiing and spending time with his family.
Insights
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May 24, 2023What the beginning of the year might tell investors about how we’ll finish 2023.Read NowDigesting the Fed’s ‘pause’
June 14, 2023The most aggressive rate tightening cycle in decades is now on hold, but are there more hikes coming than expected?Read NowEye on the Market: Letters to the Editor
June 13, 2023Mega-cap stocks and a robust performance in the articial intelligence sector has the market on a hot streak. Learn more here.Read NowMay jobs report: Labor market continues to be strong
June 4, 2023339,000 jobs were added in May, while unemployment ticked higher.Read NowThe opportunity in renewed U.S. industrial policy
June 4, 2023In the wake of globalization’s grim consequences, three new laws seek to reindustrialize the heartland.Read Now2023 Mid-year outlook: Key takeaways
June 1, 2023In our 2023 Mid-Year Outlook, we explore why the worst is likely over for investors, regardless of what looks to be an impending recession later this year. Learn more here.Read NowHelping your elderly and vulnerable loved ones avoid the scammers
June 1, 2023Elderly & Vulnerable People (EVP) are a prime target for cybercriminals and scammers. Have the conversation with them today.Read NowWeathering retirement and estate planning headwinds facing LGBTQ+ people
May 31, 2023How can LGBTQ+ individuals and couples navigate unique needs for successful retirement and estate plans?Read NowMaking dreams possible with David Li
May 30, 2023In honor of Asian American and Pacific Islander Heritage Month, we sat down with David to learn his story and what motivates him as a financial advisor.Read Now100 days in – can markets still float higher?
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