Brian Perry

Brian Perry, CFP®, CFA, AIF®, serves as Executive Vice President and Chief Investment Officer at Pure Financial Advisors, LLC, where he oversees the firm's investment platform and leads its portfolio management and investment strategy functions. In this capacity, he collaborates closely with financial advisors to deliver comprehensive financial planning solutions, emphasizing tax efficiency, risk management, and long-term wealth accumulation for clients across diverse asset bases.

Perry's expertise covers a broad array of asset classes, with particular emphasis on ETFs, fixed income securities, and alternative investments, and he is recognized for advancing the integration of these vehicles into client portfolios to improve tax efficiency and risk-adjusted returns. He previously held key roles as Director of Income Solutions at Charles Schwab, where he specialized in advisor education and income-generating strategies, and as Senior Fixed Income Analyst at UBS, building deep proficiency in fixed income markets and institutional asset allocation.

He holds multiple advanced degrees, including a master's from Tufts University's Fletcher School of Law and Diplomacy, an MBA in international business from National University, and a Bachelor of Science in Finance from Villanova University. Brian is a frequent investment educator, published author—most recently of "Ignore the Hype: Financial Strategies Beyond the Media-Driven Mayhem"—and a keynote presenter at conferences, highlighting his commitment to financial education and industry thought leadership.