Certified Financial Planner™
Chartered Financial Analyst®, CFA® charter
CFA Institute does not endorse, promote or warrant the accuracy or quality of Pure Financial Advisors. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
Accredited Investment Fiduciary
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’s newest book Ignore the Hype: Financial Strategies Beyond the Media-Driven Mayhem was released in 2020 and can be found through most major booksellers. 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. 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 Contributions
The stock market has gone wild! Or, more accurately, pockets of the stock market have gone crazy. Previously beaten-down companies like GameStop, AMC, and Blackberry have soared in 2021, accompanied by eye-popping gains and jaw-dropping volatility, thanks to users on the website Reddit. In this video, Brian Perry, CFP®, CFA®, Executive Vice President and Director […]
The stock market has gone wild! Or, more accurately, pockets of the stock market have gone crazy. Previously beaten-down companies like GameStop, AMC, and Blackberry have soared in 2021, accompanied by eye-popping gains and jaw-dropping volatility. Why is it happening? And what does it mean for your finances? Read on to learn more. LISTEN | […]
The presidential election took place on November 3, 2020. What does this mean for your investment portfolio, and what 2021 tax planning strategies should you implement now? In this financial market update webinar, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA, discusses the 2020 election results, what to expect […]