Jesse Carlucci, CFP®, Ph.D. Arrow Investment Management
- 3030 NW Expressway, Suite 200, #421, Oklahoma City, OK 73112
- (405) 509-8198
- https://www.arrowinvestmentmanagement.com/
About Jesse Carlucci, CFP®, Ph.D.
Jesse is a family financial planner and founder of Arrow Investment Management. He helps everyday Americans reach their financial and lifestyle goals, and is passionate about helping others achieve financial freedom.
Prior to starting Arrow Investment Management, he spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He develops and helps implement customized investment, estate, and financial solutions for all the families he works with. As a fiduciary, he takes his ethical obligations to work in the best interest of his 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
Jesse lives in Oklahoma City with his wife, where they enjoy hiking the national parks, golf, and spending time outdoors.
Jesse received his Ph.D from the University of Oklahoma in 2012, his M.S. from the University at Buffalo in 2008, and a B.A. from Binghamton University in 2005. He is a CFP® professional and also a lecturer at the University of Virginia in the Certified Financial Planning Certificate program.
Jesse is the author of Money Milestones: A twelve-month personal finance journey, and over ten professional technical papers. He writes monthly personal finance articles at “Arrow Investment Education”.
Recently Published
Financial Planning for Couples
May 10, 2023Financial planning plays a critical role in maintaining a healthy and harmonious relationship. However, it's no secret that money matters can often become a source of disagreement and tension for couples.
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March 13, 2023To protect yourself, it’s always important to use FDIC insured bank accounts, SIPC insured brokerage accounts, and to also use accounts that purchase additional private insurance over and above those coverage limits.
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February 9, 2023I considering artificial intelligence to be a piece of the “investing in innovation” category, where new technology…(is) poised to create entire new sectors of financial growth in the coming years.
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Estate Planning
- Family Financial Planning
- Investment Planning & Management
Ways Advisor Charges
- Hourly
- Assets Under Management
Fee Options
- Hourly Fee: $150+/hr
- Assets Under Management: 0.90%
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
