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Bryan S. Kocen

Founder and President

The Kocen Financial Group Inc

United States, California, Rancho Mirage

About Me

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

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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

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