Brian Perry

Brian Perry

Designations & Licenses

Certified Financial Planner™
To use the CFP credential, the financial planner must successfully complete the CFP® Board's comprehensive examination which tests his or her knowledge on a number of key financial planning topics. The applicant must also have three to five years of related experience, voluntarily ascribe to the board's code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.
Chartered Financial Analyst®, CFA® charter
Since it was first introduced in 1963, the Chartered Financial Analyst® designation, or CFA charter, has become the most respected and recognized investment credential in the world. The CFA Program emphasizes the highest ethical and professional standards. Earning the CFA charter demonstrates mastery of the skills most needed for real-world investment analysis, portfolio management and decision making in today’s fast-evolving global financial industry.

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.

Brian Perry

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 Contributions

Bear market investing strategies

Preparing for a Bear Market: A Comprehensive Guide

Pure Financial Advisors’ Director of Research, Brian Perry, CFP®, CFA® explains the signs of a bear market, indicators associated with a decline becoming a bear market, and why it’s so difficult to predict the bear. What is a bear market? What causes them? Brian answers these questions and goes over the history of bear markets and their recovery times. Finally, Brian offers… Read more

Brian PerryBrian Perry
How to prepare for the next bear market

How to Prepare for the Next Bear Market

What is a bear market? What are the causes of a bear market? Pure Financial Advisors’ Director of Research, Brian Perry, CFP® answers these questions and goes over the history of bear markets and their recovery times. Brian explains why bear market predictions are so difficult to make and offers some bear market investing strategies. For Brian’s Comprehensive Guide to Bear Market… Read more

Brian PerryBrian Perry

The Difference Between Bonds vs Stocks vs Mutual Funds

What exactly is the difference between bonds vs stocks vs mutual funds? And how do exchange-traded funds fit int he mix? In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® explains. Learn More About Different Types of Investments and Investment Vehicles Transcript So, today we’re going to talk about stocks, and bonds, and mutual funds. And stocks and bonds are… Read more

Brian PerryBrian Perry
Bonds When Interest Rates Rise

What Happens to My Bonds When Interest Rates Rise?

With interest rate hikes and indications that there will be further increases in 2018, we’ve been receiving questions about the impact of rising interest rates on a bond portfolio. In this video, Pure Financial’s Director of Research, Brian Perry, CFP®, CFA® answers the question, “what will happen to my bond portfolio when interest rates rise?” Learn More About the Recent Stock Market… Read more

Brian PerryBrian Perry
Is Cryptocurrency Real Money?

Is Cryptocurrency Real Money?

Brian Perry, CFP® explains the basics of cryptocurrencies and their value in an investment portfolio. Transcription: “So if you’ve been paying any attention to the news lately, you’ve probably heard about Bitcoin and the other cryptocurrencies. Today we’re going to talk a little more about what exactly are these cryptocurrencies, and should you be buying them? Well for starters, are cryptocurrencies an… Read more

Brian PerryBrian Perry

Q3 Report, Portfolio Positioning, and Q4 Outlook

While recent market gains have been led by a handful of U.S. based large growth companies, our conviction remains firm that our portfolios are positioned to produce long-term returns with acceptable levels of risk. For starters, while markets move in cycles, the empirical evidence remains quite clear: over time, value stocks have outperformed growth stocks, small companies have outperformed their larger cohorts,… Read more

Brian PerryBrian Perry
value vs growth stocks performance

Explaining Value Stocks vs Growth Stocks

The age-old debate of value stocks vs. growth stocks is like Coke vs. Pepsi. There’s no right or wrong answer. Some people like Coke, some people like Pepsi. It’s a matter of individual choice. Growth and value are similar in that some people prefer growth, some people prefer value. In some market environments, growth stocks do better. In other market environments, value… Read more

Brian PerryBrian Perry

SPECIAL: Market Volatility and Corrections

Welcome to stock market volatility. Today the market clawed back some of its big losses from last week’s correction, now what’s in store tomorrow or next week or next month? What should you be doing with your portfolio, and how will this affect your retirement? These declines can be unnerving, particularly in the face of sensational headlines and rabid news coverage. With that… Read more

Guest:  Brian Perry Brian Perry

Podcast #154

How to Capitalize on the Goldilocks Economy in 2018

Brian Perry, CFP®, CFA® from Pure Financial Advisors recaps 2017’s global Goldilocks economy. Will the bull run continue in 2018? Should we change our asset allocation to prepare our stock and bond portfolios for a market slow down? Are you properly allocated? What would Jim Cramer do, and should you care?! Plus, tax filing season is approaching, and Big Al’s Big Brain… Read more

Guest:  Brian Perry Brian Perry

Podcast #149