Desiree K. Email
CFP Course Instructor @ CeriFi
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Desiree K. Location
- Satellite Beach, FL, US
Desiree K. Work
- Founder and Financial Advisor @ (August 2024 - Present)
- CFP Course Instructor @ (July 2025 - Present)
- Course Facilitator @ (January 2025 - Present)
- Financial Wellness Advisor @ (August 2023 - October 2025)
- Associate Financial Planner @ (January 2023 - July 2023)
- Paraplanner @ (January 2021 - December 2022)
- Education Program Coordinator @ (January 2016 - January 2021)
- Financial Counselor On Demand @ (November 2015 - December 2020)
- FPA Virtual Externship @ (June 2020 - July 2020)
- Seasonal Tax Preparer @ (October 2015 - April 2016)
- Financial Education Associate @ (February 2015 - December 2015)
Desiree K. Education
- University of Phoenix
Master of Business Administration (M.B.A.)
2008-2009 - Florida State University
Bachelor's degree
1993-1997
Desiree K. Skills
- Budgeting
- Cash Flow Analysis
- Certified Financial Planner
- Coaching
- Coaching & Mentoring
- Communication
- Community Outreach
- Customer Relationship Management (CRM)
- Debt Management
- Financial Counseling
- Financial Education
- Financial Planning
- Investments
- K-12 Education
- Leadership
- Marketing
- Military
- Non-profit Events
- Non-profit Program Development
- Nonprofits
- Personal Finance
- Public Speaking
- Risk Assessment
- Social Media
- Special Needs Planning
- Tax Preparation
- Teaching
- Volunteer Management
- Working with Veterans
Desiree K. Summary
- Desiree K., based in Satellite Beach, FL, US, is currently a CFP Course Instructor at CeriFi. Desiree K. brings experience from previous roles at Kaul Financial Solutions, The American College of Financial Services, Plancorp Wealth Management and MainStreet Financial Planning, Inc.. Desiree K. holds a 2008 - 2009 Master of Business Administration (M.B.A.) @ University of Phoenix. With a robust skill set that includes Budgeting, Cash Flow Analysis, Certified Financial Planner, Coaching, Coaching & Mentoring and more. Desiree K. has 2 emails on RocketReach.
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