THE KOCEN FINANCIAL GROUP, INC.
SEC RegisteredSecure your Financial Future Today for a Fulfilling Tomorrow
About the firm
Kocen Financial Group is a Registered Investment Advisor with over 30 years of industry experience. The firm takes a comprehensive approach to financial planning that incorporates clients' character, values, and future aspirations. They offer tailor-made wealth management advice with a relationship-based, client-first philosophy.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial and tax planning, retirement planning, investment services, and family wealth planning including estate planning and risk management strategies.
Who they serve
Individuals and families at every stage of life, including those growing their wealth, approaching or in retirement, and those focused on legacy and family wealth transfer.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 129 | $30M |
| High Net Worth Individuals | 84 | $145M |
| Charitable Organizations | 9 | $11M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE KOCEN FINANCIAL GROUP, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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