The Kocen Financial Group, Inc. was founded by Bryan Kocen and the late Gail Kocen. Our firm specializes in the wealth management needs of successful working individuals and retirees. With more than 28 years of experience, we 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.
We strive to build long-term relationships with our clients and their families by providing professional service, proactive financial solutions, and straightforward advice now and in the years to come.Bryan has an MBA in Finance (Dean's Honor List) from The University of Chicago Booth School of Business.
We strive to build long-term relationships with our clients and their families by providing professional service, proactive financial solutions, and straightforward advice now and in the years to come.Bryan has an MBA in Finance (Dean's Honor List) from The University of Chicago Booth School of Business.
Services
The Kocen Financial Group, Inc. is an SEC registered investment adviser. The Kocen Financial Group, Inc. may only transact business or render personalized investment advice in those states and international jurisdictions where we are registered, have filed notice or are otherwise excluded or exempted from registration requirements.
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