Bryan Kocen

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bryan-kocen: Bryan Kocen is a seasoned finance professional and the president of The Kocen Financial Group, an investment advisory firm in Rancho Mirage, overseeing assets exceeding $170 million. With over three decades of experience, he has earned a reputation for blending technical expertise with a relationship-driven approach, guiding individuals, families, and businesses through the complexities of financial planning with clarity and confidence. His firm provides comprehensive financial solutions ranging from investment management and estate planning to tax strategy and business finance. Bryan believes accurate advising is not just about numbers but about people’s lives, values, and aspirations. By combining deep industry knowledge with empathy and insight, he helps clients develop strategies that protect their wealth, mitigate risks, and achieve long-term financial security in an increasingly complex and ever-changing world. Beyond finance, Bryan is deeply committed to community service and philanthropy. He has dedicated years to supporting Jewish charitable initiatives and fostering youth leadership through the Boy Scouts of America.