Certified Financial Planner™
Chartered Financial Analyst®
Accredited Investment Fiduciary
BIOGRAPHY
In addition to overseeing Pure’s investment offering and platform, Brian works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible. He has been actively involved in the financial markets for more than 20 years. Prior to joining Pure Financial Advisors, Brian worked for Charles Schwab as the Director of Income Solutions, where he was responsible for advisor education, as well as, providing subject matter expertise and advice around the financial markets and income generation. Earlier in his career, he worked as an institutional portfolio manager for a multi-billion-dollar money management firm, and as a fixed income trader for several investment banks.
Brian has written and published widely, has presented at hundreds of seminars and conferences, and has appeared on TV and radio. His newest book Ignore the Hype: Financial Strategies Beyond the Media-Driven Mayhem was released in 2020. Ignore the Hype emphasizes the difference between short-term trading and long-term investing, how to filter the constant onslaught of information coming your way from every angle and separate the valuable content from the noise, and how to build a foundation for investment success based on common sense and academic research. Brian has a bachelor’s degree in finance from Villanova University, an MBA in international business from National University, and a master’s degree in international affairs from the Fletcher School at Tufts University.
During his free time, Brian enjoys traveling, outdoor sports, and writing fiction, as well as spending time with his family.
Brian's Latest Contributions
Q: I’m worried markets will turn more volatile next year. Should I sell? A: It’s important to accept that market selloffs are a regular occurrence. Let’s acknowledge that no one likes seeing markets fall and their portfolio balances decline. But the reality is that market selloffs are a normal part of being an investor. In […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, provides insight into the financial markets for the upcoming 2025 year. Outline 00:00 Intro 00:14 Major stories in 2024 3:10 US economic growth 5:37 Inflation 8:30 Yield a strong predictor of future returns 11:55 Crypto 13:11 Gold 14:03 Q&A Since the […]
As we continue marching towards a new year, there are several important things to keep in mind regarding your financial planning. These items may or may not make sense for you, but they are topics you should generally evaluate each year. Maximize Retirement Plan Contributions It is important to remember that while IRA and Roth […]
