About
Bryan Kocen is a dedicated finance professional who leads The Kocen Financial Group, an investment advisory firm based in Rancho Mirage, California. Under his leadership, the firm manages over $170 million in assets and provides comprehensive services such as investment management and estate planning to a broad clientele. Beyond finance, he is deeply involved in community leadership, notably Jewish philanthropy and the Boy Scouts of America. His leadership in these areas has profoundly impacted many individuals and communities. He founded The Kocen Financial Group in 1991 to develop personalized financial strategies that resonate with his client's needs and aspirations.