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The Kocen Financial Group, Inc. logo

The Kocen Financial Group, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

The Kocen Financial Group, Inc. operates in the financial services sector, offering wealth management services tailored to the needs of successful working individuals and retirees. With more than three decades of experience, the firm assists clients in clarifying financial goals, assessing income needs and investment resources, identifying potential tax savings, coordinating estate plans, and implementing personalized investment strategies. The company aims to build long-term client relationships through professional service, proactive financial solutions, and straightforward guidance for the present and future.

Find The Kocen Financial Group, Inc. employees' phone numbers or email addresses

The Kocen Financial Group, Inc. Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

The Kocen Financial Group, Inc.'s Leadership

  • Stylized image of a person
    B. G.
    President
    Mobile Phone
  • Stylized image of a person
    T. R.
    Owner
    Mobile Phone
  • Stylized image of a person
    G. K.
    Executive Vice President
    Mobile Phone
  • Stylized image of a person
    D. G.
    Administrative Assistant
    Mobile Phone
  • Stylized image of a person
    J. K.
    Investment Counselor
    Mobile Phone

The Kocen Financial Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Legal
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Banking
  • Community & Social Services

Contact profiles from The Kocen Financial Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. G.
    President
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    T. R.
    Owner
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    G. K.
    Executive Vice President
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    D. G.
    Administrative Assistant
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. K.
    Investment Counselor
    Mobile Phone
    Oct 22, 2024

Frequently Asked Questions

What is The Kocen Financial Group, Inc. known for?

Minus sign iconPlus sign iconThe Kocen Financial Group, Inc. was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-760-324-****
. Explore The Kocen Financial Group, Inc.'s company overview page for more information.

What is The Kocen Financial Group, Inc.'s most common email format?

Minus sign iconPlus sign iconThe Kocen Financial Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more The Kocen Financial Group, Inc. email formats with LeadIQ.

How many employees does The Kocen Financial Group, Inc. have currently?

Minus sign iconPlus sign iconThe Kocen Financial Group, Inc. has approximately 4 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are The Kocen Financial Group, Inc.'s key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, The Kocen Financial Group, Inc.'s key employees include:

  • President: B. G.
  • Owner: T. R.
  • Executive Vice President: G. K.
  • Administrative Assistant: D. G.
  • Investment Counselor: J. K.

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