Contact Information
Certified Financial Planner™
Chartered Financial Analyst®, CFA® charter
Accredited Investment Fiduciary
BIOGRAPHY
Brian has been actively involved in the financial markets for more than 20 years, and has worked as a portfolio manager, strategist, and trader. At Pure Financial Advisors, Brian uses his extensive investment background and focus on behavioral finance to help clients navigate turbulent markets and stay on course towards their financial goals.
Prior to joining Pure Financial Advisors, Brian worked for a large brokerage firm, where he was responsible for providing subject matter expertise and advice around the financial markets and income generation. Earlier in his career, Brian 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 passion for financial education has also led him to pursue activities such as teaching personal finance to teenagers and writing a book aimed at new investors.
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. He holds the designation of Chartered Financial Analyst (CFA).
During his free time, Brian enjoys traveling, outdoor sports, and writing fiction, as well as spending time with his wife, Kristi, and two young sons, William and Dylan
Brian's Latest Contribution
In this webinar, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA®, gives an overview of what happened in the markets in the final quarter of 2018 and throughout 2018. Brian also provides a brief look at what 2019 may hold. – Quarter 4 2018 Market Summary – 2018 Annual Market Summary – US […]
Liz Ann Sonders (Chief Investment Strategist, Charles Schwab & Co.) provides insight on what happened in the market in 2018 and her outlook for 2019. Liz Ann discusses the causes of recent market volatility, the Fed funds rate, the possibility of a recession in 2019 and what investors should do now. Plus, Joe and Big […]
In this video, Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® outlines the 5 top portfolio management techniques: conservative, moderate, aggressive, income-oriented, and tax efficient. Brian discusses when and how you might use each of these five techniques and how to decide which one best suits your financial goals. Important Points: (00:50) […]
