CERTIFIED FINANCIAL PLANNER® certification
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
As of this writing (4/30/2026), turmoil continues in the Middle East, and while we all hope for a permanent and peaceful solution, the reality is that wars and other geopolitical conflicts have long been a part of the human record. At some point, peace between the United States, Israel, and Iran will resume but it […]
Pure’s Executive Vice President & Chief Investment Officer, Brian Perry, CFP®, CFA® charter, AIF®, and Senior Investment Strategist & Financial Advisor, Brian Fahey, CFA, provide you updates on the economy and financial markets, as well as insight into what the new year might hold. Outline: 00:00 Welcome and Introduction 00:35 Recap of 2025 Financial Markets 02:28 Key Takeaways […]
With gold making new highs and up more than 50% in 2025 you might be wondering whether it makes sense to hold gold instead of stocks. It’s a good question, but as you can see from the chart below, over the very long term (since 1915) there is really no comparison. The Dow Jones Industrial […]
