Our Difference

Risks come from not knowing what you are doing.

– Warren Buffet

Education & Solutions

At Kesten Financial Group we help simplify complex ideas. We know that an educated client makes the best decisions. Financial concepts and language can be intimidating. No problem. We got you covered. We work together to uncover you goals and dreams and provide appropriate solutions that will help you work towards your financial goals, so you can relax, feel calm and confident about your future. No financial mumbo, jumbo here. We explain everything in simple terms so you fully understand the concepts and how they will impact your future.

A goal without a plan is just a wish.

Felicia Kestenberg

Founder & Financial Services Professional

As the founder of Kesten Financial Group, Felicia has been providing retirement planning and insurance services to her clients for over a decade. Her primary focus is on helping successful business owners and individuals grow, protect and distribute their financial resources that’s in alignment with their goals. She is dedicated to educating her clients and taking complex ideas and making them simple.

Strategic Resources

Advanced Planning Group

The Advanced Planning Group collectively leverages years of practical experience and disciplines in law, accounting and financial service, in order to provide New York Life agents with unparalleled assistance in estate, business, and life insurance planning. Because the Advanced Planning Group supports agents who have a nationwide clientele, the group has insight consulting on estate and business plans at all levels of wealth across all 50 states. The Advanced Planning Group is called to action to advise on hundreds of business and estate plans each year; and that means Felicia Kestenberg can bring experience, value and insight to your planning situation. The Advanced Planning Group does not provide specific legal, tax or accounting advice.