Jesse Carlucci

Ph.D, CFP®

Arrow Investment Management

Chief Investment Officer

Contact Me

Jesse Carlucci

Ph.D, CFP®

Arrow Investment Management

Chief Investment Officer

As a family financial planner and the founder of Arrow Investment Management, I'm passionate about helping everyday Americans reach their financial and lifestyle goals, and ultimately achieving financial freedom. I develop and help implement customized investment, estate, and financial solutions for all the families I work with. As a fiduciary, I take my ethical obligations to work in the best interest of my clients very seriously. - Jesse Carlucci, Ph.D, CFP®

Contact Me

405-509-8198

Website

Family financial planner specializing in investments, retirement, and estate planning for clients in Oklahoma and Texas (based out of Oklahoma City).

Jesse Carlucci is an Oklahoma City, OK fee-only financial planner. Arrow Investment Management provides comprehensive financial planning, investment management, estate, tax and retirement planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jesse Carlucci is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Jesse Carlucci is Founder and Chief Investment Officer at Arrow Investment Management.

Prior to starting Arrow Investment Management, I spent eight years in higher education as a university professor, with a background as a researcher, teacher, and mentor. I develop and help implement customized investment, estate, and financial solutions for my clients. As a fiduciary, I take my ethical obligations to work in the best interest of my clients very seriously.

The Arrow process:
1.) Initial consultation
2.) Gather data
3.) Analyze and recommend
4.) Implement the plan
5.) Monitor and update the plan

I live in Oklahoma City with my wife, and we enjoy hiking the national parks, golf, and spending time outdoors.

I received my Ph.D from the University of Oklahoma in 2012, an M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. I'm a proud CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program.

I write monthly personal finance articles at my blog “Arrow Investment Education”.

Jesse Carlucci is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.

NAPFA members live by three important values:

  • To be the beacon for independent, objective financial advice for individuals and families.
  • To be the champion of financial services delivered in the public interest.
  • To be the standard bearer for the emerging profession of financial planning.

Arrow Investment Management is Oklahoma’s premiere financial planning firm. We focus on helping our clients find their path to financial freedom with custom investment, retirement, and goal-based plans. Our low-fee ETF portfolios are tailored to your goals and interests, and our lifelong financial planning services will help your family generate and preserve wealth. Our mission is to offer low-fee wealth management services to everyone, not just the ultra-wealthy. All Arrow advisors are fiduciaries that place the utmost importance on ethics and serving our clients with the respect and diligence they deserve.

Arrow Investment Management was born out of a very simple idea. The services provided by other banks, brokers, and insurance companies were impersonal, loaded with fees, not customized, and included predatory commission charges. Arrow can offer more for less. We are a more modern financial planning company, with a more personal, vested interest in the success of our clients. We only use best in class CFP® professionals (fiduciaries) committed to serving the best interest of their clients. Our goal is to be more transparent, open, and affordable than other companies whose hidden fees and expensive mutual funds hinder hard working families from early retirement.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    Jesse Carlucci is a NAPFA-Registered Financial Advisor

    The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.

  • Certified Financial Planner (CFP)
    Jesse Carlucci is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification

    CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.

  • XY Planning Network
    Jesse Carlucci is a Member of the XY Planning Network

    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.

Contact Jesse Carlucci

405-509-8198

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Office Locations:

  • 3030 NW Expressway
    Suite 200, #421
    Oklahoma City, OK 73112

Arrow Investment Management LLC is a registered investment advisor (“RIA”) located in Oklahoma City, Oklahoma. This website is only intended for clients and interested investors residing in Oklahoma. Arrow provides individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. Please contact us at (405) 509-8198 to find out if Arrow Investment Management is qualified to provide investment advisory services in the state where you reside. Arrow Investment Management does not attempt to furnish personalized investment advice or services through this website. Past performance is not a guarantee of future results.

 

Sites outside of Arrow Investment Management's domain contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Arrow Investment Management LLC. Arrow Investment Management does not endorse, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there. Visitors to these websites should not use or rely on the information contained on those sites unless they consult with a financial professional. Information provided on these sites is for educational purposes only and should not be considered investment advice nor a recommendation of any investment product.

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