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- Custodian
- Charles Schwab & Company · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-23-1991
- Office Locations
- 1
Office Locations
About THE Kocen Financial Group, Inc.
The Kocen Financial Group is a Rancho Mirage, CA RIA providing comprehensive financial and wealth planning, including estate/tax planning and insurance coordination, alongside portfolio construction using public funds and ETFs. The team emphasizes values-based planning and keeps clients engaged through educational events and a monthly newsletter—useful touchpoints for product and service updates.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
BRYAN STUART KOCEN
President
- CRD
- #2119036
- Ownership
- Less than 5%
David Tsikman
Financial Advisor
- CRD
- #7419643
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PENNY JACQUELINE HOUSEMAN
Investment Advisor Representative
- CRD
- #5760422
JOEL EVAN KOCEN
President
- CRD
- #1306954
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,854,186 | $240,432 |
| Non-Discretionary | $0 | -- |
| Total | $185,854,186 | $240,432 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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