Bryan Kocen is a distinguished finance professional leading The Kocen Financial Group, an advisory firm based in Rancho Mirage, California. As its president, he manages over $170 million in assets, offering specialized investment management and estate planning services. His influence extends beyond his firm as he actively contributes to community initiatives, particularly in Jewish philanthropy and the Boy Scouts of America, where his leadership has had significant positive impacts.
Since founding The Kocen Financial Group in 1991, he has been committed to developing personalized financial strategies that align with his client's unique needs and goals. His firm has earned national recognition and is trusted for its retirement planning, tax strategies, and business finance expertise. He is known for his dedication to building lasting relationships with his clients, guiding them through financial decisions that span generations.
Before his current role, he was the Chief Financial Officer at F Cubed LLC, an innovative company focused on developing DNA detection technology. His responsibilities there included financial structuring, budgeting, and ensuring regulatory compliance, skills that have made him a cornerstone in the financial community. His guidance has been crucial for his clients during prosperous times and economic downturns, focusing on wealth preservation and growth.
Bryan's approach to financial advisory is highly personalized. He understands that each client’s financial journey is unique, catering to a range of needs, from young families planning for educational expenses to entrepreneurs devising strategies for business growth. His success lies in fostering strong, informed relationships, underpinning his clients’ financial strategy with trust and knowledge.
His commitment to community service is exemplified by his extensive involvement with the Boy Scouts of America, where he has held numerous leadership positions, including President of the California Inland Empire Council. His leadership has significantly contributed to developing leadership programs that have positively influenced many young individuals.
He has also been deeply involved in the Jewish community for nearly three decades, holding various board positions and making substantial contributions to institutions like Pardes in Jerusalem. In 2023, he commissioned a Torah in memory of his late wife, reflecting his profound commitment to his faith and community.
Bryan earned his MBA 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 taught as an adjunct professor at The College of the Desert, sharing his investment expertise.
In his time, Bryan enjoys hiking, traveling, and exploring different cultures, which enrich his understanding of the world and contribute to his personal and professional growth.
