Advisors at this firm
Joel K
Series 63
Rancho Mirage, CA
The Kocen Financial Group, Inc.
Joel Kocen is a financial advisor with The Kocen Financial Group, Inc. in Rancho Mirage, CA. He holds a Series 63 designation and has 41 years of industry experience, including 38 years with Financial Goal Securities, Inc. and 35 years with his current firm. The Kocen Financial Group, Inc. provides discretionary investment management and related services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm utilizes an asset-allocation framework tailored to clients’ risk tolerance, time horizon, tax efficiency, and cash flow needs, offering portfolio management primarily through mutual funds, ETFs, and third-party money managers.
John W
Series 65
Rancho Mirage, CA
The Kocen Financial Group, Inc.
John Wills is a financial advisor at The Kocen Financial Group, Inc. in Rancho Mirage, CA, holding a Series 65 designation with seven years of industry experience. He has been with The Kocen Financial Group since 2007. The Kocen Financial Group, Inc. provides discretionary investment management and related services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation approach that considers clients’ risk tolerance, time horizon, tax efficiency, and cash flow needs, and offers portfolio management primarily through mutual funds, ETFs, and third-party money managers.
Penny H
Series 65
Rancho Mirage, CA
The Kocen Financial Group, Inc.
Penny Houseman is a financial advisor with The Kocen Financial Group, Inc. She holds a Series 65 designation and has six years of industry experience. Houseman has been with The Kocen Financial Group since 2019 and previously worked at Jeffree Lee Financial Services for ten years. The Kocen Financial Group, Inc. provides discretionary investment management and related services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation framework considering clients’ risk tolerance, time horizon, tax efficiency, and cash flow needs, and offers additional services including financial planning, business consulting, and seminars.
David T
Series 66
Rancho Mirage, CA
The Kocen Financial Group, Inc.
David Tsikman is a financial advisor at The Kocen Financial Group, Inc. in Rancho Mirage, CA, holding a Series 66 credential with four years of industry experience. His prior work includes roles at Financial Goal Securities, Inc., Glean Management LP, and nonprofit and educational organizations. Outside of advising, he manages property operations and tenant relations through Tsikman Holdings. The Kocen Financial Group provides discretionary investment management and related services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation framework tailored to clients’ risk tolerance, time horizon, tax considerations, and cash flow needs, and offers additional services including financial planning, business consulting, seminars, and sub-advisory investment management.
Bryan K
Series 63, Series 65
Rancho Mirage, CA
The Kocen Financial Group, Inc.
Bryan Kocen is a financial advisor at The Kocen Financial Group, Inc. in Rancho Mirage, CA, with 35 years of industry experience. He has held Series 63 and Series 65 licenses and has worked at Kocen Financial Group since 1991, as well as Financial Goal Securities, Inc. from 1990 to 2024. The Kocen Financial Group, Inc. provides discretionary investment management and related services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs an asset-allocation framework tailored to clients’ risk tolerance, time horizon, tax efficiency, and cash flow needs, and offers financial planning, business consulting, seminars, and sub-advisory investment management.
