Next Exam Window 21-25 May, 2025

Categories
MQFP

Desiree Kaul

Growing up without much understanding of money management, Desiree developed a passion for finances after navigating my own financial hiccups early in her career. Desiree thoroughly enjoys assisting others with achieving their financial goals.

Desiree has two years of tax preparation experience, she participates in the Annual Filing Season Program and she has over a decade of experience in financial planning, counseling, and education with individuals and families from all walks of life.

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®

Categories
MQFP

Alan Nelson

Hi, I’m Alan Nelson, founder of Measured Money Maneuvers. My passion is to help military, veterans and military family members live their best and full rich lives. I enlisted in the Navy with the goals to serve our country, learn valuable skills, hopefully figure out what I wanted to pursue in life, and get my college education paid for, or at least get the GI Bill to assist with college later. I was fortunate to earn a commissioning program after a few years and went on to a career as a submarine officer. During my 25 years in the submarine force as a mustang officer, I strove to help my Sailors holistically – professionally, personally and of course, financially. I was frustrated by the predatory practices I saw impacting our military and their finances, so after transition I earned my CFP® to start my own fiduciary fee-only firm to support my tribe. Realizing how challenging career transition is from the military, I’ve spent years as a volunteer career transition coach and financial literacy educator and now combine these skills with comprehensive financial planning to help people navigate comfortably through all of life’s challenges and opportunities.

Address
Solana Beach, CA

Firm Name
Measured Money Maneuvers

Firm Website
https://measuredmoneymaneuvers.com/

Phone Number
(858) 432-9440

E-mail
alan@measuredmoneymaneuvers.com

Credentials
CFP®ChFC®