Kirk Paulsen is owner and founder of River Oak Partners LLC, an independent financial planning firm. He brings over 25 years of financial services experience to his practice.
After graduating from the University of Utah with a Bachelors of Science degree in Finance, Kirk went on to fulfill his dream of working in the high profile and faced paced environment of Wall Street.
His 28 year career working for some of the premier Investment Banks in the industry brings vast experience and a unique perspective into what drives investment decisions and markets. This experience was highlighted by his 13 years as the Head Technology Trader for Donaldson, Lufkin, Jenrette. There he was instrumental in creating leadership and synergies between the firm’s Research, Investment Banking and Capital Markets Divisions. Kirk then brought that knowledge and skillset to become an owner and partner at a private Hedge Fund. There he gained valuable insight into the demands of small business ownership, the intricacies of portfolio management and risk mitigation.
Kirk is now realizing his dream of living and working in the Low Country. Here he founded River Oak Partners with the mission of bringing Clarity, Understanding and Confidence, to Wealth Management and Financial Planning for the individual investor and small business owner.
Everything we do at River Oak Partners starts with why we do it "Our Clients".
We are passionate about transforming the typical client-advisor relationship. Our independent associations with the broker dealer Money Concepts and the world’s largest clearing platform, Pershing, provide direct access to one of the largest product lines in the industry. This independence allows River Oak Partners to put what is most important first: the specific and individual needs of each and every one of our clients.
River Oak Partners' goal is to become the business partner our clients turn to first when addressing any financial need or concern.
Trust and Integrity are above all else, the most important charateristics an advisor can bring to his practice. I invite you to review my 30 year financial services record.
Kirk holds the FINRA Series 7-General Securities Representative, Series 63-Uniform Securities Agent, Series 65-Investment Advisor Representative licenses.
Life, Accident, Long-Term Care & Health Insurance State Licenses.
Volunteer SCORE Mentor - Providing economic empowerment to Charleston business owners and entrepreneurs.
Member Charleston Metro Chamber of Commerce
Member Chaleston Leaders
1MC One Milliuon Cups, Kauffman Foundation supporting entrepreneurs
Recognized 2017 Moultrie News Readers Choice Award, Best of the Best as a top finanvcial planner.
Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure
note: River Oak Partners, LLC is an independent firm and not affiliated with Money Concepts