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Brian Perry Cfp Cfa

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Brian Perry Cfp Cfa

Executive Vice President & Chief Investment Officer | Pure Financial Advisors, LLC

San Diego, California, United States

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Brian Perry Cfp Cfa

Summary

Brian Perry is an accomplished Executive Vice President and Chief Investment Officer at Pure Financial Advisors, where he plays a critical role in client acquisition and retention. With over 15 years of experience in client-facing roles, he has a robust background in financial planning, particularly in tax and cash flow management. Brian is not only adept at mentoring new advisers but also excels in teaching complex investment concepts through various platforms, including media appearances and written publications. His academic credentials include a CFP designation, a CFA charter, and multiple advanced degrees in international business and affairs. Brian's previous roles at prestigious firms like Charles Schwab and UBS have honed his expertise in fixed income markets and asset allocation strategies. His passion for investment education is evident through his numerous articles and books on financial topics. Brian's unique blend of analytical skills and communication prowess positions him as a thought leader in the financial industry.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Brian Perry Cfp Cfa

Work Experience

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Executive Vice President & Chief Investment Officer at

Pure Financial Advisors, LLC

July 2017 - Present

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Director of Income Solutions at

Charles Schwab

January 2012 - May 2017

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Senior Fixed Income Analyst at

UBS Group AG

January 2011 - January 2012

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Portfolio Manager at

Chandler Asset Management, Inc.

January 2005 - January 2011

💼

Fixed Income Trader at

Josephthal

January 1998 - January 2004

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Brian Perry Cfp Cfa

Education

Tufts University - The Fletcher School of Law and Diplomacy, Master Of Arts

January 2008 - January 2009

, Master Of Business Administration

January 2005 - January 2006

University of California San Diego

January 2005 - January 2006

Villanova University, Bachelor Of Science

January 1992 - January 1996

Frequently Asked Questions about Brian Perry Cfp Cfa

What is Brian Perry Cfp Cfa email address?

Brian Perry Cfp Cfa's primary email address is ***********@purefinancial.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Brian Perry Cfp Cfa work for?

Brian Perry Cfp Cfa is a Executive Vice President & Chief Investment Officer at Pure Financial Advisors, LLC, a company specializing in Functions related to depository banking.

Where Brian Perry Cfp Cfa graduated from?

Brian Perry Cfp Cfa holds a degree in International Affairs from Tufts University - The Fletcher School of Law and Diplomacy.

How can I directly contact Brian Perry Cfp Cfa?

To contact Brian Perry Cfp Cfa directly, you can use the email address ***********@purefinancial.com. Complete contact information is available upon registration with Muraena.

Who is Brian Perry Cfp Cfa?

Brian Perry is an accomplished Executive Vice President and Chief Investment Officer at Pure Financial Advisors, where he plays a critical role in client acquisition and retention. With over 15 years of experience in client-facing roles, he has a robust background in financial planning, particularly in tax and cash flow management. Brian is not only adept at mentoring new advisers but also excels in teaching complex investment concepts through various platforms, including media appearances and written publications. His academic credentials include a CFP designation, a CFA charter, and multiple advanced degrees in international business and affairs. Brian's previous roles at prestigious firms like Charles Schwab and UBS have honed his expertise in fixed income markets and asset allocation strategies. His passion for investment education is evident through his numerous articles and books on financial topics. Brian's unique blend of analytical skills and communication prowess positions him as a thought leader in the financial industry.

Brian`s contact details

mail

***********@purefinancial.com

***********@schwab.com

Colleagues

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Paul Miller

Chief Operations Officer

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Alan Clopine

Executive Chairman

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Cfp Susan Brandeis

Chief Financial Planning Officer at Pure Financial Advisors, LLC

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Michael Fenison

Founder, Chairman

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Michael Pash

Managing Director and Certified Financial Planner

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Cfp Joseph Anderson

President and CEO

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Dominic Knauf

Managing Partner

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Danielle Martin

Chief Compliance Officer

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Jason Carver

Chief Financial Officer & Managing Partner

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