Jesse Carlucci, CFP®, Ph.D. Arrow Investment Management

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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”.

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Recently Published

History of U.S. Bear Markets

October 4, 2022

A “bear market” is defined as a 20% drop in investment prices from some recent high. For example, the Dow Jones Industrial Average or NASDAQ can individually be in a bear market, though the term is often used to refer to the market as a whole.

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Are we currently in a recession?

September 12, 2022

There are two separate ways to define a recession in the U.S. The first is informal and widely used by the media, but not by professional economists or financial professionals. It is defined by two successive quarters of negative GDP growth.

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Growth vs Value Investing: What is the difference?

August 14, 2022

A growth company is one that is invests in itself for future growth (research, innovation, new products) and consequently, investors believe it has the potential for higher-than-average returns in the future

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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%

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