Garfield Financial
Building trusted relationships and securing financial futures for over three decades
Our Mission & Vision
At Garfield Financial, we believe that financial security is the foundation for lasting peace of mind. With a team of seasoned advisors and a client-first philosophy, we specialize in crafting tailored financial strategies that align with your life goals—whether you're planning for retirement, growing your wealth, or securing your family's future.
Our approach blends deep market insight with personalized service, ensuring that each financial decision is rooted in both data and your unique values. More than just advisors, we are your lifelong financial partners.
We take pride in building trust through transparency, integrity, and a steadfast commitment to your success. At Garfield Financial, your future isn't just a projection—it's a plan with purpose.
Meet Our Founder
John Garfield
Founder & CEO
John entered the financial services industry in 1989 after graduating from Embry Riddle Aeronautical University. Over the last three decades, John has been considered an expert at retirement and estate planning.
Education and Professional Memberships:
- Northwestern Prep School, Santa Barbara, California
- Embry-Riddle Aeronautical University, Daytona Beach, Florida
- Million Dollar Round Table (MDRT) - Lifetime Member
- Court of Table (COT) – Member
- Forum member - Northwestern Mutual Life
- Life Underwriting Training Council Fellow (LUTCF)
- National Association of Insurance Financial Advisors (NAIFA)
- National Quality Award (NQA)
- National Sales Achievement Award (NSAA)
Our Core Values
The principles that guide our approach to financial management and client relationships
Client-First Approach
We prioritize your financial goals and needs above all else, ensuring personalized service and solutions.
Integrity & Transparency
We believe in complete honesty and clarity in all our communications and financial recommendations.
Long-Term Perspective
We focus on sustainable financial growth and security that stands the test of time.
Continuous Education
We stay at the forefront of financial developments to provide you with the most informed guidance.
Our Journey
Three decades of growth, innovation, and financial excellence
Foundation
John Garfield establishes Garfield Financial with a vision to provide personalized financial planning services.
Expansion
The firm grows to include a team of specialized advisors, expanding services to wealth management and retirement planning.
Innovation
Garfield Financial embraces digital transformation, implementing cutting-edge financial technology to enhance client experience.
New Horizons
The company celebrates 30 years of excellence and launches new services focused on sustainable and socially responsible investing.
Ready to Secure Your Financial Future?
Schedule a consultation with our expert advisors and take the first step toward achieving your financial goals.