Jesse Carlucci, CFP®, Ph.D

Family financial planner focused on investing, retirement, & estate planning

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

Family financial planner focused on investing, retirement, & estate planning

Areas of Focus

  • Estate Planning
  • Family and Money
  • Financial Life Planning
  • Investment Management
  • Retirement Planning

About Me

I'm a family financial planner and founder of Arrow Investment Management. At Arrow, my goal is to help everyday Americans reach their financial and lifestyle goals, and I'm passionate about helping others achieve financial freedom.

Prior to starting Arrow Investment Management, I spent eight years in higher education as a university professor, where I've spent time as researcher, teacher, and mentor. I work with my clients to build a customized investment, estate, and financial plan for their families. 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

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, and is also CFP® professional and has spent time lecturing in Certified Financial Planning Certificate programs.

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”.

Professional Designations



  • CFP Board
  • Fee Only Network
  • National Association of Personal Financial Advisors
  • XY Planning Network

Primary Location

3030 NW Expressway, Oklahoma City, 73112

Meeting Options

  • Video Conference
  • In-Person
  • Phone
  • Online Courses

Compensation Methods

  • Fee Only
  • Percentage of Assets Managed

What to expect in the first meeting

We always start our meetings getting to know you and developing an understanding of your dreams and aspirations for the future. Our most important consideration is your comfort and building a relationship. So, no documents are necessary for the first meeting. If you want to get a head start, you can bring financial statements, estate documents, estimates for debt and expenses, and a clear vision for your future goals!

Offers Investment Management


Offers Tax Preparation


About our Firm

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.


Ph.D. University of Oklahoma (2012), M.S. University at Buffalo (2008), B.A. Binghamton University (2005)

Hobbies and Interests

  • Exercising
  • Golf
  • Hiking

Who We Serve

  • Business Owners
  • Couples
  • Dual Income Family
  • Financial Independence Retire Early (FIRE)
  • Investors
  • Living in Retirement
  • Newly Engaged / Newlywed
  • Parents
  • Widow
  • Young Families

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