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.

Felicia is proudly named by Forbes on this year’s ranking of Top Financial Security Professionals¹ in each state across the country. Her goal is to serve clients with unmatched excellence, so this award is a reflection of the real value she delivers to her clients. Felicia strives to continue to prioritize providing reliable solutions and guidance to her clients.

She was chosen as one among a very small group of insurance professionals in the state to receive the recognition this year. The list features a ranking of the best insurance professionals whom families rely on for wealth preservation and protection. Financial Security Professionals were selected by an independent research firm based on various qualitative and quantitative data and one simple notion: “Would we recommend these professionals to a family member or friend?”.

You can learn more about SHOOK Research’s methodology here: https://www.forbes.com/sites/rjshook/2025/07/10/methodology-americas-top-financial-security-professionals-2025/.

Strategic Resources

Eagle Strategies LLC

Through Eagle Strategies, Felicia Kestenberg provides fee-based financial planning, investment advisory services, and access to investment management programs. Eagle Strategies LLC is registered with the Securities and Exchange Commission as an “Investment Adviser“ and is an indirect, wholly owned subsidiary of New York Life Insurance Company.

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.

¹Data provided by SHOOK®Research, LLC. Data as of 12/31/24.

Source: Forbes.com (July, 2025).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, service models, planning services, team structures and expertise, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions; individuals must choose the right FSP based on their unique needs and circumstances. SHOOK’s research, rankings and opinions are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.