The Kocen Financial Group, Inc

Investment Advisor
in San Diego, CA
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About this Advisor

Ryan Gibbs is a certified financial planner whose office is in San Diego, California. Currently an investment advisor with The Kocen Financial Group, Inc, Gibbs has 10 years of professional experience in the financial advisory industry. Gibbs holds a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Gibbs is able to serve clients in California. During their career, the advisor has held roles at Heritage Wealth Management, Inc, Financial Goal Securities, Inc, Halverson And Company, Inc, Brigham Young University, Callaway Golf, Inc, Heritage Financial And Insurance Services, Inc, Mille Fleurs, Inc and The Kocen Financial Group. The Kocen Financial Group, Inc is based out of San Diego, California. In aggregate, The Kocen Financial Group, Inc manages $186 million in assets throughout 1,249 client accounts and retains seven staff members. The amount of assets the firm manages places it among the mid-sized investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 13% of the firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. The Kocen Financial Group, Inc can offer financial planning services, portfolio management for individuals and small businesses and selection of other advisers. The firm's fees may include asset-based and fixed fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees



Office Location

11440 W Bernardo Ct Ste 240
San Diego, CA 92127

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The Kocen Financial Group, Inc Brokerage Details

Total Assets Under Management


CA Average: $7,578,581,321
Total Number of Employees


CA Average: 43
Total Number of Accounts


CA Average: 3,727
Average Account Size


CA Average: $2,033,427

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Ryan Gibbs Work History

Ryan has 10 years of experience.

2018 - Present (1 year)

Heritage Advanced Tax Strategies Inc, A Professional Corporation

2014 - Present (5 years)

Heritage Wealth Management, Inc

2014 - Present (5 years)

Financial Goal Securities, Inc

2014 - Present (5 years)

The Kocen Financial Group

2013 - 2013 (< 1 year)

Heritage Wealth Management, Inc

2013 - 2014 (1 year)

Halverson And Company, Inc

2012 - 2012 (< 1 year)

Brigham Young University

2012 - 2012 (< 1 year)

Callaway Golf, Inc

2011 - 2012 (1 year)

Brigham Young University

2009 - 2010 (1 year)

Heritage Financial And Insurance Services, Inc

2008 - 2008 (< 1 year)

Mille Fleurs, Inc


Ryan Gibbs has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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