KOCEN FINANCIAL GROUP - Key Persons

Bryan S. Kocen

Job Titles:
  • Certified Financial Planner
Bryan has an MBA in Finance (Dean's Honor List) from The University of Chicago Booth School of Business. He is also a graduate of Union College where he earned his BA in Managerial Economics (Magna Cum Laude). Bryan is a Certified Financial Planner™. He is licensed as a FINRA General Securities Principal, FINRA Financial and Operations Principal, and FINRA General Securities Representative, and Investment Adviser Representative. He is also the President and Registered Principal of Financial Goal Securities, Inc., Member FINRA/SIPC. Bryan is past President of The Alliance of Independent Broker Dealers. Prior to founding The Kocen Financial Group, Bryan was an Institutional Credit Analyst with Bear Stearns and Company, General Partner Associate with The Cerulean Fund, and Vice President of The Bankers Consulting Group, Inc. Bryan is on the Executive Board of Directors of The Pardes Institute of Jewish Studies and has previously served on the board of The Jewish Federation of Palm Springs and Desert Area. He is a member of the UCR Business Leaders Round table and a member of the Lions Club International. He has taught finance, investing, and entrepreneurship at the business school and college level. In addition, Bryan enjoys teaching finance and investments at local schools. He is President elect of California Inland Empire Council Boy Scouts of America. He is also Assistant Scout Master and Personal Management Merit Badge Counselor for Boy Scout Troop 707. Bryan enjoys skiing, hiking, and teaching.

David Tsikman

Job Titles:
  • Financial Advisor for the Kocen Financial Group, Inc
David Tsikman is a Financial Advisor for The Kocen Financial Group, Inc. Since joining the KFG team in 2021, he is focused on helping individuals, families and small businesses owners meet their specific financial needs. As an advisor, David helps his clients 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.

Heather Kocen

Heather grew up in California and spent 15 years working in the insurance industry, where she helped families with insurance and estate planning.

John Wills

John joined The Kocen Financial Group, Inc. in 2007. He is licensed as an Investment Advisor Representative. John is responsible for working directly with our clients and overseeing all operations.

Penny Houseman

Penny earned a BSc. in Mathematics from the University of Wales Institute of Science and Technology in Cardiff, Wales. Penny is licensed as an Investment Advisor Representative.