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Satellite Beach, FL

Desiree Kaul

CFP®, ChFC®, AFC®, MQFP®

Financial Wellness Advisor

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About Me

Desiree is a dedicated Financial Wellness Advisor at Plancorp. She has over a decade of experience in financial planning, counseling, and education with individuals from all walks of life. Her areas of expertise are cash flow, debt management, retirement planning, understanding employment benefits, and planning for a loved one with a disability or special health need.

Growing up without much understanding of money management, Desiree developed a passion for finances after navigating her own financial hiccups early in her career. Desiree prides herself on being a lifetime learner and holds specialty financial designations in military finance and special needs planning. She thoroughly enjoys assisting others with achieving their financial goals.

Desiree is the spouse of a Retired Army Veteran and has one adult son. Desiree lives on the Atlantic coast of Florida and enjoys kayaking, boating, walking the beach and reading when she is not at work.

Community Involvement

Financial Planning Association in collaboration with Homes for Our Troops
Junior Achievement of the Space Coast

Education

Florida State University, BS in Merchandising and University of Phoenix, MBA

I'm Ready to Help You With

Estate Planning Equity Compensation Financial Planning Retirement Planning

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Desiree Kaul

About Me

Community Involvement

Education

I'm Ready to Help You With

What's My Plan Missing?

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Desiree Kaul

Team Member Details

About Me

Community Involvement

Education

I'm Ready to Help You With

What's My Plan Missing?

Recommended Resources

Want to learn more?

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