Bryan Kocen is a finance professional who leads The Kocen Financial Group, a thriving investment advisory firm in Rancho Mirage, California. As the firm’s president, he oversees over $170 million in assets and provides various services, including investment management and estate planning. His professional expertise matches his active involvement in community service, particularly his contributions to Jewish philanthropy and the Boy Scouts of America.

Founded in 1991, Bryan established The Kocen Financial Group, which is committed to offering personalized financial strategies that align with his clients' distinct goals. Under his leadership, the firm has become a trusted advisor nationwide, renowned for its retirement planning, tax strategies, and business finance expertise. He is dedicated to maintaining long-term relationships with his clients, ensuring their financial well-being through various economic cycles.

Before establishing his firm, he served as the Chief Financial Officer at F Cubed LLC, a pioneering company specializing in DNA detection technology. There, his roles included financial structuring, budgeting, and regulatory compliance. His broad skill set in these areas has made him a reliable guide for his clients, helping them to preserve and grow their wealth in fluctuating economic conditions.

Bryan is known for his personalized approach to financial advisory services. He understands that each client has unique financial situations and objectives, whether young families planning for the future or business owners looking to expand. He believes that effective financial planning is based on building strong, informed relationships with clients and providing tailored advice that addresses their specific needs.

His dedication to community service is evident in his extensive involvement with the Boy Scouts of America, where he has held several leadership roles, including President of the California Inland Empire Council. His commitment has significantly shaped various leadership programs, positively impacting numerous young individuals.

He is also deeply engaged with the Jewish community, where he has served on several boards and contributed to significant projects like Pardes in Jerusalem. In 2023, he commissioned a Torah in memory of his late wife, demonstrating his profound commitment to his faith and community.

Bryan holds an MBA specializing 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 has also imparted his knowledge as an adjunct professor at The College of the Desert.

When not immersed in his professional and community endeavors, Bryan enjoys hiking, traveling, and exploring different cultures, which enhance his perspective and enrich his personal and professional life.

Bryan Kocen’s career exemplifies how combining financial expertise with a commitment to community involvement can impact his clients' lives and the broader community.