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Joann Kocen

Joann Kocen, American financial planner. Certified finance planner. Scholarship key Virginia Commonwealth University, 1965. Member Institute of Certified Finance Planners, American Diabetes Association, Sierra Club.

Background

  • Kocen, Joann was born on September 24, 1938 in Richmond, Virginia, United States. Daughter of Sidney and Minna (Lebarwich) Pollack.

  • Education

    • Bachelor of Science in Social Science, Virginia Commonwealth University, 1965. Master of Education, University Rochester, 1975. Postgraduate, University Rochester, 1982.

    Career

    • Fifth grade teacher Rockbridge County School District, Lexington, Virginia, 1960-1962. School counselor Brighton Center School District, Rochester, New York, 1974-1981. Life insurance agent Northwestern Mutual Life, Los Angeles, 1984-1985.

      General partner Finance Goal Achievement Assocs, Palm Springs, California, 1986-1992. Vice president Finance Goal Securities, Inc., since 1987. Curriculum council committee for handicapped Brighton School District, 1977-1980, special task force coordinator, 1976-1981, career education coordinator, 1979-1980.

    Major achievements

    • Certified finance planner.

    Membership

    Member Institute of Certified Finance Planners, American Diabetes Association, Sierra Club.

    Personality

    Interests

    Aerobic walking, hiking, biking, reading, travel.

    Connections

    • Married Joel Evan Kocen, December 29, 1957. Children: Bryan S., Loren K. Edwards.
    • father: Sidney Pollack
    • mother: Minna (Lebarwich) Pollack
    • spouse: Joel Evan Kocen
    • children: Bryan S. Kocen
    • Loren K. Edwards Kocen
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    Born September 24, 1938
    Nationality
    • 1965
      Virginia Commonwealth University
    • 1975
      University Rochester
    • 1982
      University Rochester
    • 1960 - 1962
      Fifth grade teacher, Rockbridge County School District
      Lexington, Kentucky, United States
    • 1974 - 1981
      school counsel, or Brighton Center School District
      Rochester, New York, United States
    • 1984 - 1985
      life insurance agent Northwestern Mutual Life
    • 1986 - 1992
      general partner, Finance Goal Achievement Assocs
      Palm Springs, California, United States
    • 1987
      vice president, Finance Goal Securities

    Award