Desiree Kaul, CFP<sup>&reg;</sup> - Financial Advisor

Desiree Kaul, CFP®

Financial Advisor

Kaul Financial Solutions

Virtual
Satellite Beach, FL 32937-3907
FINANCIAL ADVISOR'S WEBSITE
(321) 219-9251 CONNECT WITH Desiree
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General

Desiree Kaul is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at Kaul Financial Solutions in Satellite Beach, FL and the surrounding communities.

Financial Advisor Overview

My practice offers both tax preparation or hourly financial planning. As an advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me. I work completely virtual, and can work with anyone in the United States

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Financial Advisor Experience

I am an Enrolled Agent with the IRS and have over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. I pride myself on being a lifetime learner and hold specialty financial designations in military finance, tax and special needs planning.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®
  • Chartered Financial Consultant (ChFC®)
  • Other - Accredited Financial Counselor (AFC)
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Business Taxes, Employee Benefits, Government & Military, Mutual Funds, Retirement, Stocks & Bonds, Starting a Family, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources