Bryan and Gail Kocen are the co-founders of The Kocen Financial Group, Inc. They specialize in the wealth management needs of successful working individuals and retirees. With more than 50 years of combined experience, they have helped hundreds of individuals and families clearly define their financial goals, evaluate their income needs and investment resources, identify potential tax savings, coordinate estate plans, and implement and manage personalized investment strategies. They are committed to their business and their clients. They strive to build long-term relationships with their clients and their families by providing professional service, proactive financial solutions, and straightforward advice now and in the years to come.
Bryan S. Kocen, MBA (Finance), CFP®
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 with Bear Stearns and Company, General Partner Associate with The Cerulean Fund, and Vice President of The Bankers Consulting Group, Inc. Bryan is on the Executive Board of Directors of The Pardes Institute of Jewish Studies and has previously served on the board of The Jewish Federation of Palm Springs and Desert Area, and The Palm Valley School Finance Committee. He is a member of the UCR Business Leaders Round table, a member of the Lions Club International, and a co-founder of F-Cubed, LLC. He has taught finance, investing, and entrepreneurship at the business school and college level in Chicago. In addition, Bryan enjoys teaching finance and investments at local schools. He is a Scout Master and Personal Management Merit Badge Counselor for Boy Scout Troop 707 and Eagle Scout Board of Review Member. He was an Odyssey of the Mind Coach. Bryan enjoys skiing, hiking, and teaching.
Gail Gordon Kocen, MBA (Finance/Marketing), CFP®
Gail has an MBA in Finance and Marketing from The University of Chicago Booth School of Business. She is also a graduate of The University of Chicago College where she earned her BA in Sociology (With Academic Honors, Dean's Honor List).
Gail is a Certified Financial Planner®. She is licensed as a FINRA General Securities Principal, FINRA General Securities Representative, and Investment Adviser Representative. Gail is also the Executive Vice President and Registered Principal of Financial Goal Securities, Inc., Member FINRA/SIPC. She has a Diploma in Bank Lending from New York University.
Prior to founding The Kocen Financial Group, Gail was an Assistant Vice President/Business Center Manager with Irving Trust Company, an Assistant Vice President in Private Banking with The Exchange National Bank, and a Strategic Marketing Consultant with The John Morton Company. Gail is President and Chair Person of the Board of Trustees of The Palm Valley School. She had previously served as their Audit Committee and Risk Management Committee Chairperson. She is a past president of The Desert Alliance of Professional Women and The Palm Valley School Parents Association. Gail is a seven year veteran coach with Odyssey of the Mind and Charter Organization Representative for Boy Scout Troop 707. She enjoys scrap booking, reading and laughing with her family.
Bryan and Gail Kocen have lived in the Rancho Mirage area with their two teenage sons, and golden retriever, since 1991.
John Wills, Operations Manager
John joined the Kocen Financial Group, Inc. in 2007. John is responsible for working with our clients and overseeing our daily operations. Those who have worked with John are familiar with his exceptional attention to detail and willingness to provide assistance. He handles all account needs including inquiries, transfers, distributions and client reporting with skill, knowledge, and care. He earned his BA in Business Management from California State University at San Bernardino.
Mike Olson, Client Services and Compliance Manager
Mike has an MBA in Finance from The University of Chicago Booth School of Business. He is also a graduate of Iowa State University where he earned his BA in Business. Mike is licensed as a FINRA General Securities Representative, and Investment Adviser Representative. Prior to joining The Kocen Financial Group, Inc., Mike was a Managing Director for Wilshire Associates. While at Wilshire, Mike managed the client servicing team providing portfolio analytics to investment managers. He was also responsible for business development in Europe. Mike is responsible for excellent service to our clients, managing the marketing and communication program, as well as managing the compliance functions within the firm.