Bryan Kocen

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Bryan Kocen

Bryan Kocen is a finance professional who has built his career assisting individuals and businesses with the complex aspects of financial planning. As the president of The Kocen Financial Group in Rancho Mirage, California, he manages an investment advisory firm that oversees assets totaling over $170 million. The firm provides a wide array of services, including investment management and estate planning, to a diverse clientele.

His influence extends beyond his professional endeavors into significant community roles, especially in Jewish philanthropy and the Boy Scouts of America, where his leadership skills have made a meaningful difference in many lives.

He laid the foundation of The Kocen Financial Group in 1991, driven by a vision to craft thoughtful and customized financial strategies. Now, his firm serves clients throughout the United States, offering expertise in retirement planning, tax strategies, and business finance. His approach combines deep financial knowledge with a genuine concern for his client's welfare, fostering enduring relationships across generations.

Previously, he was Chief Financial Officer at F Cubed LLC, an innovator in DNA detection technology. His expertise in investment structuring, financial budgeting, and regulatory compliance has positioned him as a go-to expert in economic matters. He has been a reliable presence throughout his career, helping clients preserve and enhance their wealth in prosperous and challenging times.

His individualized approach to financial advising sets him apart from his peers. He understands that each client has distinct financial circumstances and objectives. Whether planning with young families, advising retirees on estate planning, or strategizing with business owners, he tailors his consultations to address their needs and concerns.

His commitment to service is evident in his longstanding involvement with the Boy Scouts of America, where he has served in various capacities, including a recent two-year term as President of the California Inland Empire Council. His leadership efforts have nurtured numerous young leaders.

He has also been a prominent figure in the Jewish community for nearly three decades, contributing his leadership to several boards, including The Jewish Federation of the Desert. He has also been involved with Pardes, a respected center for Jewish learning in Jerusalem. In 2023, he commissioned a new Torah in memory of his late wife, highlighting his deep commitment to his faith and cultural heritage.

Bryan earned his MBA with a concentration in Finance and Strategy from the University of Chicago Graduate School of Business after graduating magna cum laude from Union College with a degree in Managerial Economics. He has also imparted his knowledge as an adjunct professor at The College of the Desert.

In his time, he enjoys hiking, traveling, and learning about different cultures, which help him gain a broader perspective on life and enrich his personal and professional relationships.

Bryan Kocen’s career is characterized by a blend of expert financial guidance and a profound commitment to community involvement, demonstrating that professional success and community service can go hand in hand to create a lasting impact.

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