Bryan Kocen is a finance professional who leads The Kocen Financial Group, a distinguished investment advisory firm based in Rancho Mirage, California. As the president, he oversees assets exceeding $170 million and specializes in investment management and estate planning services. Beyond his financial expertise, he is known for his contributions to community service, particularly within Jewish philanthropy and the Boy Scouts of America. He founded The Kocen Financial Group in 1991, committed to developing personalized financial strategies aligning with his client's goals. Over the years, his firm has become a trusted advisor for individuals nationwide, providing expert guidance in retirement planning, tax strategies, and business finance. He is dedicated to nurturing long-lasting relationships with his clients, ensuring their financial well-being across multiple generations. Before his current role, he served as the Chief Financial Officer at F Cubed LLC, an innovative early-stage company focused on DNA detection technology. His expertise in financial structuring, budgeting, and regulatory compliance has established him as a reliable figure in the finance industry, adept at managing both prosperity and adversity in economic climates. Bryan’s approach to financial advisory is intensely personalized. He recognizes the unique economic situations of each client, whether advising young families on saving for college or guiding entrepreneurs through business expansion plans. His philosophy is grounded in building trust and providing education about financial decisions, which he believes are essential for successful financial planning. His commitment to service is also evident in his extensive volunteer work with the Boy Scouts of America, where he has taken on various leadership roles, including a recent term as President of the California Inland Empire Council. Through his efforts, he has significantly contributed to developing leadership programs that have benefitted many young individuals. Furthermore, his active involvement in the Jewish community has spanned nearly three decades. He has served on several boards and has been instrumental in supporting projects that promote Jewish learning and culture, such as his work with Pardes in Jerusalem. In 2023, he commissioned a Torah in memory of his late wife, underscoring his deep commitment to his faith and community. Bryan holds an MBA with a focus on 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 shared his investment expertise as an adjunct professor at The College of the Desert. In his time, he enjoys hiking, traveling, and exploring different cultures, further enriching his understanding of the world. Bryan Kocen's career exemplifies the significant impact that can be achieved when professional excellence in finance is combined with a heartfelt dedication to community involvement.