Bryan Kocen

About Bryan Kocen

Bryan Kocen is a finance professional who spends his days and career assisting individuals and businesses in navigating the difficult landscape of financial planning. He now serves as president of The Kocen Financial Group, an investment advisory firm in Rancho Mirage, California, with over $170 million in assets offering services ranging from investment management to estate planning.

But Bryan’s impact extends far beyond the financial world—he’s made his mark as a dedicated community leader, particularly in Jewish philanthropy and the Boy Scouts of America, where his leadership has transformed countless lives.

When Bryan founded The Kocen Financial Group in 1991, he had a vision: to develop customized financial strategies that make sense. It wasn’t just about money management—it was also about what people wanted to achieve and how we could get them there.

Today, clients from all over the country rely on Kocen Financial Group for retirement planning, tax strategies, and business finance. Bryan pairs his expertise with genuine care for each client’s welfare, resulting in relationships that last for generations.