Fund Administrator
Kocen Financial
Kocen Financial
Fund Administrator
Year Founded: 1991
# Employees: 4
Ownership: Privately Held
Description
Kocen Financial specializes in wealth management for successful individuals and retirees, founded by Bryan Kocen and the late Gail Kocen. With over 30 years of experience, they help clients define financial goals, assess income and investments, identify tax savings, coordinate estate plans, and manage investments, building long-term client relationships.
Primary Location
Rancho Mirage, California, USA
Date
As of: August 25, 2025
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