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

Brian O’Neill

Brian “ALF” O’Neill served 23 years in the Air Force flying F-16s, F-35s, and commanding at multiple levels. In 2021, he launched Winged Wealth Management and Financial Planning LLC, a fee-only RIA focusing on Military and Veteran families with a specialization in the fighter aircrew community. The firm grew rapidly, fueled both by the focus on a niche and the use of frequent blogging. Brian has attended MilMoneyCon and presented each year. He is the current Officer in Charge of the Military Financial Advisors Association (MFAA) and helped launch the Military Qualified Financial Planner (MQFP®) Credential. Brian is a CFP® Professional and IRS Enrolled Agent (EA).

Firm Name
Winged Wealth Management and Financial Planning LLC

Firm Website

The Fighter Pilot’s Financial Advisor

Phone Number
(850) 739-0331

E-mail
brian.oneill@wingedwealth.com

Credentials
CFP®EA