Bryan Kocen

Bryan Kocen is a finance expert who leads The Kocen Financial Group in Rancho Mirage, California. As president, he manages an advisory firm overseeing more than $170 million in assets, specializing in investment management and estate planning. His professional prowess matches his commitment to community service, particularly within Jewish philanthropy and the Boy Scouts of America, where he has left a significant mark. Establishing The Kocen Financial Group in 1991, he aimed to offer bespoke financial solutions that align closely with his clients' aspirations. The firm now serves a diverse clientele nationwide, providing expert advice on retirement planning, tax strategies, and business finance. He values deep, lasting client relationships, often spanning multiple generations. Before this, he was the Chief Financial Officer at F Cubed LLC, handling financial structuring and regulatory compliance for a company at the forefront of DNA detection technology. His leadership and financial acumen have been vital in steering his clients through various economic climates, consistently focusing on wealth preservation and growth. He distinguishes himself in financial advisory with a profoundly personal approach to client service. Understanding that each client faces unique economic challenges, he provides tailored advice that ranges from college savings for young families to strategic growth planning for seasoned entrepreneurs. He strongly emphasizes building trusting relationships and educating his clients about their financial decisions. His commitment to community involvement is profound. He has volunteered extensively with the Boy Scouts of America, taking on numerous leadership roles, including President of the California Inland Empire Council. His efforts in these roles have contributed significantly to developing leadership programs that inspire young individuals.