Our Difference : Kesten Financial Group, New York, New York

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.

Meet Our Founder

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.

Read More

Felicia utilizes a collaborative approach with her clients, often acting as the quarterback who brings together all the right people to ensure everyone is working as a team toward the client’s common goal. She spends a lot of time getting to know her clients and what their goals are, what their concerns are, and what matters most to them. She asks a lot of questions and does a lot of listening, and she believes that developing and maintaining close relationships gives her the greatest opportunity to make a positive difference in their lives.

Prior to entering the financial services industry, Felicia worked in the film industry in Los Angeles and then went on to create and own a profitable cosmetic company. She earned her bachelor’s degree from the University of Michigan as a Phi Beta Kappa.

Felicia enjoys being involved in her community, and is a proud supporter of Tour de Simcha, Sloan Kettering, Underground Railroad, and Feed America foundation. Felicia is an avid bike rider and, along with over a hundred women, rides annually 75 miles in the mountains to raise $1 million for children with cancer. Felicia enjoys, traveling, glass blowing and playing with her puppy Prince.

CA Insurance License #0L25974

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.