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
Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA® explains how to craft an investment strategy that takes the least amount of risk in working toward your financial goals and retirement goals. He explains the rationale for building globally diversified investment portfolios, informed by academic research, and provides a recap of the […]
How does Pure Financial Advisors look at investing at a fundamental level? In this video, Pure’s Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, gets back to the basics, explaining Pure’s investing philosophy and the rationale for building globally diversified investment portfolios, informed by academic research. Transcription Andi: Now, please welcome your […]
In this market update webinar, Pure Financial Advisors’ Executive Vice President and Director of Research, Brian Perry, CFP®, CFA®, looks at the outlook for stocks in a post-COVID world, the potential for inflation and what to do about it, and what the new Biden administration might mean for your finances. Download Brian’s slide presentation. The […]