Bryan Kocen
President - Investment Advisory Firm in Rancho Mirage, California
Bryan Kocen is a dedicated finance professional who leads The Kocen Financial Group, a prominent investment advisory firm based in Rancho Mirage, California. As its president, he manages over $170 million in assets, specializing in services from investment management to estate planning. His professional success is paralleled by his significant contributions to community service, particularly in Jewish philanthropy and the Boy Scouts of America.
He established The Kocen Financial Group in 1991 to develop personalized financial strategies that address the specific needs of his clients. The firm has since become a trusted advisor for clients nationwide, offering expert retirement planning, tax strategies, and business finance guidance. His commitment to his clients is profound, as he seeks to build lasting relationships that span generations.
Before founding his firm, he served as the Chief Financial Officer at F Cubed LLC, where he was deeply involved in the strategic financial planning and regulatory compliance for the company’s innovative DNA detection technologies. His experience and expertise in financial structuring and budgeting have made him a reliable figure in the finance industry. He is mainly known for his ability to help clients navigate both prosperous and challenging economic times.
His personalized approach to client service sets him apart in the financial advisory field. He understands that each client's financial journey is unique—whether he is helping a young family plan for future educational costs or advising a seasoned entrepreneur on how to optimize growth strategies. He believes in forging strong relationships based on trust and informed understanding, which are crucial for successful financial planning.
His community involvement is extensive. He has volunteered with the Boy Scouts of America for many years, assuming various leadership roles, including President of the California Inland Empire Council. His efforts in these capacities have significantly influenced the development of leadership programs that have benefitted numerous young individuals.
Bryan Kocen is also a long-standing member of the Jewish community, where he has held various board positions and been actively involved in projects that support Jewish learning and culture, such as his involvement with Pardes in Jerusalem. In a recent heartfelt tribute, he commissioned a Torah in memory of his late wife, demonstrating his deep commitment to his faith and community.