Specialty: Goal Setting

MQFP

Greg Young

Post date May 31, 2025

You’ve led with purpose. Now it’s time to plan with purpose. I help military leaders—especially those approaching retirement or transitioning to their next mission—navigate complex financial decisions with clarity, confidence, and a plan aligned to what matters most. As a Navy veteran and CERTIFIED FINANCIAL PLANNER™ professional, I understand the unique intersection of military benefits, second-career income, and personal goals. I work closely with clients to integrate their resources, such as pensions, VA benefits, and Thrift Savings Plan allocations, into a cohesive strategy that reflects their values and vision for the future. Whether you’re evaluating civilian job offers, managing cash flow during the transition, or seeking to simplify your financial life, I’m here to help you chart a thoughtful course forward. Based in Rhode Island, I work virtually with military families across the country. Let’s build your next chapter—on your terms.

Address
North Kingtown, RI

Firm Name
Ahead Full Wealth Management, LLC

Firm Website
aheadfullwealth.com

Phone Number
(401) 584-0313

E-mail
gregy@aheadfullwealth.com

Credentials
CFP®
ChFC®

MQFP

Desiree Kaul

Post date January 13, 2025

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®

MQFP

Alan Nelson

Post date January 13, 2025

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®

Next Exam Window 22-26 October, 2025

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP®

Tell Us What You Think

Other Links and Resources

Next Exam Window 22-26 October, 2025

Military Qualified Financial Planner - MQFP

MILITARY QUALIFIED FINANCIAL PLANNER – MQFP®

Tell Us What You Think

Other Links and Resources