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Joann Kocen

financial planner

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.

Achievements

  • Certified finance planner.

Membership

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

Interests

  • Other 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