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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
We need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read Now
Market Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read Now
Is the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read Now
Add fraud prevention to your holiday plans
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Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read Now
With U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read Now
Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now