Bryan Kocen

Bryan Kocen is a seasoned finance professional who leads The Kocen Financial Group, a thriving investment advisory firm in Rancho Mirage, California. As president, he manages over $170 million in assets and offers comprehensive services such as investment management and estate planning. His extensive expertise in finance is paralleled by his commitment to community service, notably in Jewish philanthropy and the Boy Scouts of America. He founded The Kocen Financial Group in 1991 with the vision of providing tailored financial strategies that resonate deeply with the specific needs of his clients. Today, the firm is a beacon for clients nationwide, sought after for its expertise in retirement planning, tax strategies, and business finance. He is committed to fostering durable relationships with his clients, ensuring their financial well-being is secured for generations. Before establishing his firm, he was the Chief Financial Officer at F Cubed LLC, where his financial structuring, budgeting, and regulatory compliance skills were crucial to the company’s success. His prowess in navigating various economic conditions has made him a trusted advisor in the financial sector, always ready to support his clients in times of growth and uncertainty. What sets him apart in the field of financial advisory is his personalized approach. He understands that each client's financial journey is unique—advising a young family on how to save for future education expenses or helping an entrepreneur optimize their business strategies. His method involves informing and educating his clients and building a foundation of trust and understanding that supports sound financial decisions. His dedication to community service shines through his volunteer work with the Boy Scouts of America, where he has held numerous leadership roles, including serving as President of the California Inland Empire Council. His commitment has been instrumental in fostering leadership qualities among young individuals. He has also been deeply involved in the Jewish community for almost three decades, contributing his leadership skills and resources to various organizations, including Pardes in Jerusalem. In 2023, he commissioned a Torah in memory of his late wife, reflecting his deep faith and commitment to preserving his cultural heritage. Bryan Kocen earned an MBA with a concentration in Finance and Strategy from the University of Chicago Graduate School of Business. He graduated magna cum laude from Union College with a degree in Managerial Economics. He has also imparted his knowledge as an adjunct professor, teaching investments at The College of the Desert. Bryan enjoys hiking, traveling, and exploring diverse cultures outside his professional endeavors, enriching his personal and professional perspectives. Bryan Kocen’s career is a testament to how financial acumen, combined with genuine community involvement, can impact clients' lives and the broader community.