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Desiree Kaul

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ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.
100% Match i

Even when all match criteria are met, the result may not be a 100% match if more exact matches exist.

2 of 2 Key Matches

  • ✓ Location
  • ✓ Financial Planning

Professional Profile

About me (self-reported)

I offer tax preparation, tax planning and financial planning services.
As an hourly, advice-only planner, I provide impartial guidance, create financial plans, and offer support to DIY investors without managing any investment assets—meaning there's no minimum asset requirement to work with me.
I work completely virtual, and can work with anyone in the United States. I specialize working with Military and Government employees and families that have members with special needs.

Office Location 870 N Miramar Ave
#428
Indialantic, FL 32903

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My Expertise Financial Planning, Special Needs Planning Designations Held
ChFC® i
Chartered Financial Consultant® :

Applies foundational knowledge about insurance, taxation, retirement, estate planning, and small business planning to help create your financial plan.

 ChSNC® i
Chartered Special Needs Consultant® :

Applies deep, specialized skills and expertise in financial planning for special needs individuals, their families, and caregivers.
Minimum Assets Less than $50,000 Minimum Income $50K - $99,999 Languages Spoken (self-reported) English

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