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River Oak Partners, LLC is a financial planning service center located in MT. PLEASANT SC
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Kirk Paulsen

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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843-793-0398
kpaulsen@moneyconcepts.com
Work Hours
Monday - Friday
9:00am - 5:30pm

Clients/Partners
Direct cell access 24/7
All Securities Through Money Concepts Capital Corp Member FINRA/SIPC
River Oak Partners LLC is independently owned and is not affiliated with Money Concepts Capital Corp.

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 River Oak Partners, LLC is an independent firm not affiliated with Money Concepts Capital Corp.

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