The fiduciary difference
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 is a more modern financial planning company, with a 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.
Jesse Carlucci, Ph.D, CFP®
Chief Investment Officer
CERTIFIED FINANCIAL PLANNER®
Jesse Carlucci, Ph.D, CFP® Chief Investment Officer of Arrow Investment Management
Jesse is a CERTIFIED FINANCIAL PLANNER® professional. He has also spent eight years in higher education as a university professor, and has a strong background as a researcher, teacher, and mentor. He serves as the Chief Investment Officer for Arrow Investment Management, and has broad experience as a financial planner. Jesse is passionate about helping families reach their financial goals. He 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 an investment adviser representative (Series 65, Uniform Investment Adviser Law Examination) and a CFP® professional.
Jesse is the author of Money Milestones: A twelve-month personal finance journey, over ten professional technical papers, and has spent time as university lecturer in financial planning for the University of Virginia.
Get in touch
Schedule your free consultation to learn about finding your path with Arrow. We offer flexible appointment times, including weekends and evenings, and can travel to you anywhere in Oklahoma.
Arrow Investment Management LLC
3030 NW Expressway, Suite 300
Oklahoma City, Oklahoma 73112
Monday-Friday, 8:30am to 6:00pm