Bryan Kocen@bryankocen
Bryan Kocen is a distinguished finance professional who dedicates his expertise to helping individuals and businesses navigate the complexities of financial planning. He is the President of The Kocen Financial Group, a thriving investment advisory firm based in Rancho Mirage, California, that manages over $170 million in assets. His firm offers various services, including investment management and estate planning, catering to a diverse client base.
His contributions, however, extend well beyond his professional sphere into significant community involvement. He is notably active in Jewish philanthropy and the Boy Scouts of America, where his leadership has had a lasting positive impact on numerous lives.
He established The Kocen Financial Group in 1991, aiming to provide tailored financial strategies that are practical and align with his clients' personal goals. Today, his firm attracts nationwide clients seeking his expertise in retirement planning, tax strategies, and business finance. He is known for his ability to forge lasting relationships with his clients, guiding them through various financial phases with skill and compassion.
Previously, he was the Chief Financial Officer at F Cubed LLC, a company at the forefront of DNA detection technology. His investment structuring, financial budgeting, and regulatory compliance acumen made him an invaluable asset in the finance sector. Throughout his career, he has committed to helping his clients safeguard and grow their wealth, regardless of economic conditions.
One of the defining characteristics of his approach is his personalized engagement with clients. He recognizes that each client has unique concerns and goals at a different point in their financial journey. Whether it's advising young families on college savings, helping retirees with estate planning, or assisting business owners in expanding their operations, he tailors his services to meet their specific needs.
In addition to his finance career, he is deeply committed to community service. He has held numerous leadership positions within the Boy Scouts of America, most notably serving as the California Inland Empire Council President from 2021 to 2023. His leadership initiatives have greatly influenced many young leaders.
His involvement with the Jewish community has been profound and enduring. Over nearly three decades, he has held positions on various boards, including The Jewish Federation of the Desert. He has contributed significantly to Pardes, a prestigious institution for Jewish learning in Jerusalem. In 2023, he honored his late wife's memory by commissioning a new Torah, underscoring his dedication to his faith and community.
Bryan holds an MBA in Finance and Strategy from the University of Chicago Graduate School of Business and graduated magna cum laude from Union College with a degree in Managerial Economics. He also imparted his knowledge as an adjunct professor teaching investments at The College of the Desert.
When not immersed in financial advisement or community work, he enjoys hiking, traveling, and exploring different cultures, which enrich his worldview and deepen his understanding of diverse perspectives.
Bryan Kocen’s career is a testament to how financial acumen and a heartfelt commitment to service can profoundly impact personal and community levels. His professional success is matched by his dedication to making a significant difference in every community he touches, embodying the true spirit of both leadership and service.