I am a proud Veteran spouse and mother to one adult son. Growing up without much understanding of money management, I developed a passion for finances after navigating my own financial hiccups. Over the years, I have gained knowledge and experience to move my family and others towards financial independence. Finances can look different for everyone, as a financial planner my goal is to help others find financial wellness of their own. I am an Enrolled Agent with several years of tax preparation experience. I have over a decade of experience in financial counseling, planning and education. When I am not working with clients, I spend time mentoring transitioning military and military spouses that want to explore a career in financial planning. I also like to spend time reading and walking my golden retriever.
Address
Satellite Beach, FL
Firm Name
Kaul Financial Solutions
Firm Website
https://www.kaulfinancialsolutions.com/
Phone Number
(321) 219-9251
E-mail
desiree@kaulfinancialsolutions.com
Credentials
AFC®, CFP®, ChFC®
