David Tsikman is a Financial Advisor for The Kocen Financial Group, Inc. Since joining the KFG team in 2021, he is focused on helping individuals, families and small businesses owners meet their specific financial needs. As an advisor, David helps his clients clearly define their financial goals, evaluate their income needs and investment resources, identify potential tax savings, coordinate estate plans, and implement and manage personalized investment strategies.
He strives to build long-term relationships with his clients and their families to provide straightforward advice now and in the years to come.
He previously served as a Senior Associate with Glean Capital, a Los Angeles based private equity firm where he worked on a team that oversaw over $250 million in assets. He oversaw portfolio company analysis and valuation, return analysis and quarterly reporting, and financial operations. David built relationships with both private and institutional clients and provided clients with reports and data analysis reviews.
Before joining Glean, David worked at Miracle Mile CPA as a fund accountant where he helped alternative asset funds create quarterly NAV reports.
David earned his BA in Talmudic Law from West Coast Talmudic Seminary, a Yeshiva University. He is licensed as a FINRA General Securities Representative (Series 7) and holds a Uniform Investment Adviser Representative license (Series 66).
David is very involved with the Jewish community of the Coachella Valley. He is the founder of the Jewish Heritage Night in partnership with the Firebirds at the Acrisure Arena. He also volunteers at Palm Desert High School at the Kosher food club.
David lives in Rancho Mirage with his wife Sarah and daughter.