Bryan has an MBA in Finance (Dean’s Honor List) from The University of Chicago Booth School of Business. He is also a graduate of Union College where he earned his BA in Managerial Economics (Magna Cum Laude). Bryan is a Certified Financial Planner™. He is licensed as a FINRA General Securities Principal, FINRA Financial and Operations Principal, and FINRA General Securities Representative, and Investment Adviser Representative. He is also the President and Registered Principal of Financial Goal Securities, Inc., Member FINRA/SIPC. Bryan is past President of The Alliance of Independent Broker Dealers. Prior to founding The Kocen Financial Group, Bryan was an Institutional Credit Analyst w


Bryan S. Kocen
Founder and President
The Kocen Financial Group Inc
United States, California, Rancho Mirage
About Me
Profile Information
Founder and President
The Kocen Financial Group Inc
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Rancho Mirage
California
United States
Sep 20, 2024
More profiles to browse
JW
John Wills
Investment Advisor Representative
You Might Like
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
DH
Dennis Hanson
Principal
Jamison Hanson
BH
Bob Helmer
President Emeritus
Baldwin Wallace University