What departments does The Kocen Financial Group, Inc. have?

The Kocen Financial Group, Inc. has employees across 1 departments including Operations.

What is the largest department at The Kocen Financial Group, Inc.?

The largest department at The Kocen Financial Group, Inc. is Operations with 1 employees.

Where are The Kocen Financial Group, Inc. employees located globally?

The Kocen Financial Group, Inc. has employees across 2 continents and 2 countries including United States Of America, Korea.

How has The Kocen Financial Group, Inc.'s team size changed over time?

The Kocen Financial Group, Inc.'s team has grown from approximately 3 to 5 employees based on available data.

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The Kocen Financial Group, Inc. Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

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 30 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.

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

The Kocen Financial Group, Inc. Global Highlights

North America
9

United States Of America
9

The Kocen Financial Group, Inc.'s Leadership

B. K.
President
Mobile Phone
Email
B. G.
President
Mobile Phone
Email
T. R.
Owner
Mobile Phone
Email
G. K.
Executive Vice President
Mobile Phone
Email
J. W.
Operations Manager
Mobile Phone
Email

The Kocen Financial Group, Inc. Employee Metrics

100%

50%

2026

2025

Business
Legal
Accounting
Administrative
Analytics
Other
Banking
Community & Social Services

Contact profiles from The Kocen Financial Group, Inc.

Name

Title

Contact Info

Location

Last Update

B. K.
President
Mobile Phone
Email
United States
Nov 13, 2025
B. G.
President
Mobile Phone
Email
Oct 21, 2024
T. R.
Owner
Mobile Phone
Email
Oct 22, 2024
G. K.
Executive Vice President
Mobile Phone
Email
Oct 23, 2024
J. W.
Operations Manager
Mobile Phone
Email
UNITED STATES
Dec 18, 2024

Frequently Asked Questions

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

The Kocen Financial Group, Inc. was founded in 1991 operates in the Financial Services industry. The company's main headquarters is located in 35-900 Bob Hope Drive Suite 202 Rancho Mirage, California 92270 United States; 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?

The 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?

The Kocen Financial Group, Inc. has approximately 4 employees as of February 2026. These team members are located across 1 continents, including North America.

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

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

President: B. K.
President: B. G.
Owner: T. R.
Executive Vice President: G. K.
Operations Manager: J. W.

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