Our Story

Kirk Paulsen is owner and founder of River Oak Partners LLC. He brings over 25 years of financial services experience to his practice.

After graduating from the University of Utah with a Bachelor of Science degree in Finance, Kirk went on to fulfill his dream of working in the high profile and fast paced environment of Wall Street. His 28-year career working for some of the premier Investment Banks in the industry provides vast experience and a unique perspective into what drives markets and investment decisions. This experience was highlighted by his 13 years as the Head Technology Trader for Donaldson, Lufkin, Jenrette. Kirk subsequently brought that knowledge and skillset to become an owner and partner at a private Hedge Fund. During his time there he gained valuable insight into the intricacies of portfolio management, risk mitigation and the demands associated with small business ownership.

Kirk is presently realizing his adult dream of living and working in the Low Country. He founded River Oak Partners for the purpose of bringing Clarity, Understanding and Confidence to the retirement plans of individuals and small business owners.

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Work Hours
Monday - Friday
9:00am - 5:30pm

Clients/Partners
Direct cell access 24/7