
David GarfinDavid GarfinVice PresidentWealth Advisor
About 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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For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
April 21, 2022Discover how much of one stock you might hold—and still stay on track to reach your long-term goals.Read Now
Can equities deliver solid gains in the second half of the year?
April 21, 2022Despite an expected growth slowdown, there is a bull case for stocks.Read Now