Insights

Niche Client Base Small operation with ongoing focus on individuals and businesses seeking integrated financial and insurance solutions, presenting opportunities to upsell comprehensive retirement, estate, and employee benefits packages.

Affiliations Advantage Aligns with New York Life and affiliated advisory networks, enabling access to broad product catalogs and co-branded solutions that can be offered to clients seeking trusted, multi-carrier planning.

Revenue Signals Reported revenue in the low seven figures suggests room for scale through targeted cross-selling of college funding, long-term care planning, lifetime income strategies, and risk management services.

Market Positioning Competition with large, established carriers indicates a need to emphasize personalized service, local expertise, and tailored strategies to win clients who value customized financial planning.

Expansion Opportunities Small team size represents potential for scalable growth via partnerships, digital marketing to reach individuals and SMBs, and expanded advisory services through Eagle Strategies LLC and NYLIFE platforms.

Similar companies to Vesta Financial & Insurance Services

Vesta Financial & Insurance Services's Email Address Formats

Vesta Financial & Insurance Services uses at least 1 email format:
Vesta Financial & Insurance Services Email FormatsExamplePercentage
First@vestainsuranceinc.comJohn@vestainsuranceinc.com
100%

Frequently Asked Questions

How much revenue does Vesta Financial & Insurance Services generate?

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As of September 2026, Vesta Financial & Insurance Services's annual revenue is estimated to be $1M - $10M.

What is Vesta Financial & Insurance Services's NAICS code?

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Vesta Financial & Insurance Services's NAICS code is 52 - Finance and Insurance.

How many employees does Vesta Financial & Insurance Services have currently?

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As of September 2026, Vesta Financial & Insurance Services has approximately 1 employees across 1 continents, including North America. Key team members include Director: R. H. Explore Vesta Financial & Insurance Services's employee directory with LeadIQ.

What industry does Vesta Financial & Insurance Services belong to?

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Vesta Financial & Insurance Services operates in the Financial Services industry.

What is Vesta Financial & Insurance Services's email format?

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Vesta Financial & Insurance Services's email format typically follows the pattern of First@vestainsuranceinc.com. Find more Vesta Financial & Insurance Services email formats with LeadIQ.

When was Vesta Financial & Insurance Services founded?

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Vesta Financial & Insurance Services was founded in 2018.
Vesta Financial & Insurance Services logo

Vesta Financial & Insurance Services

Financial ServicesCalifornia, United States0-1 Employees

Vesta Financial & Insurance Services operates in the financial services industry, offering a range of insurance and financial services aimed at both individuals and businesses. Led by Sebastian Kim, the firm provides strategies for college funding, retirement planning, long-term care cost management, and lifetime income, reflecting a focus on comprehensive financial planning and risk management for clients. The company partners with New York Life and its affiliates for insurance offerings and securities products, and Kim acts as a financial adviser with Eagle Strategies LLC, indicating a multi-provider approach to products and services. Based in Los Angeles, California, the firm presents itself as a small practice with access to a broad network through its licenses and affiliations, and it emphasizes professional guidance from licensed advisors. The arrangement clarifies that Vesta Financial & Insurance Services is not owned or operated by New York Life or its affiliates, and it notes that professional advice from tax, legal, or accounting professionals should be sought where appropriate. }

Section iconCompany Overview

NAICS Code
52 - Finance and Insurance
Founded
2018
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    Vesta Financial & Insurance Services's revenue is estimated to be in the range of $1M - $10M

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