Desiree Kaul
About Me
Desiree Kaul is a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant (ChFC®), Chartered Special Needs Consultant (ChSNC®), Military Qualified Financial Planner (MQFP®), and an Accredited Financial Counselor (AFC®). She has extensive experience in financial counseling, planning, and education, including previous work as a Personal Financial Counselor for Zeiders, Inc., where she educated service members on various financial topics.
As a Master Financial Educator and Coach with the Virginia Cooperative Extension, she provided one-on-one counseling to economically vulnerable individuals and offered classroom instruction on a variety of financial topics to help clients achieve financial stability. Desiree has also worked with Junior Achievement (JA) of Greater Washington, Northern California, and the Space Coast, teaching financial literacy concepts to grades K-12.
She served as a Professional Tax Preparer for H&R Block, completing personal tax returns and providing tax planning advice. In more recent years, she was a Paraplanner/Associate Advisor at MainStreet Financial Planning, a virtual fee-only financial planning firm, helping clients achieve their financial goals, and as a Financial Wellness Advisor for Plancorp, LLC, where she provided holistic financial planning and advice to clients as part of a workplace benefit program in conjunction with BrightPlan.
In 2024, Desiree launched her own private practice, Kaul Financial Solutions, offering tax preparation and financial planning advice. She is the spouse of a Retired Army Veteran and currently resides in Satellite Beach, Florida.
Mission Statement
My firm is based on the following values-
Transparency, Clarity, Confidence and Integrity
Why I Became an Advisor
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 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.