Top Financial Advisors In Rancho Mirage, CA

The Kocen Financial Group, Inc. is a highly reputable financial firm that has been providing expert financial advice and services to clients for over 25 years. Led by a team of experienced and knowledgeable financial advisors, the company has established a strong reputation for helping clients achieve their financial goals. As of December 2020, the firm manages over $500 million in assets and has a team of 10 highly skilled financial advisors. The Kocen Financial Group, Inc. offers a wide range of financial services, including retirement planning, investment management, estate planning, tax planning, and insurance solutions. The firm caters to a diverse range of clients, including individuals, families, small business owners, corporations, institutions, and retirees. They operate on a fee-only compensation structure, ensuring transparency and ethical business practices. Founded in 1995 by John Kocen, a highly experienced financial advisor, the firm has gained recognition for its integrity, expertise, and exceptional client service. All financial advisors in the firm are held to a fiduciary standard and are required to adhere to strict codes of conduct and ethics, providing clients with transparency and trust in their financial relationships.