Company intelligence / Profile preview

Kocen Financial Group

Rancho Mirage, California, USAkfginc.com ↗

Ownership: Private
Employees: ~5
Development stage: Other

Overview

Kocen Financial Group is an independent registered investment advisory firm based in Rancho Mirage, California. It provides comprehensive financial planning and investment management services to individuals, families, small businesses, high net worth clients, pension/profit sharing plans, and charitable organizations. The firm is known for its relationship-based approach and educational focus but does not operate in the healthcare or life sciences sector.

Industry: Investors

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