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Brian Perry Cfp Cfa
Brian Perry Cfp Cfa
Executive Vice President & Chief Investment Officer | Pure Financial Advisors, LLC
San Diego, California, United States
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.
Brian Perry Cfp Cfa
Work Experience
Executive Vice President & Chief Investment Officer at
Pure Financial Advisors, LLC
July 2017 - Present
Director of Income Solutions at
Charles Schwab
January 2012 - May 2017
Senior Fixed Income Analyst at
UBS Group AG
January 2011 - January 2012
Portfolio Manager at
Chandler Asset Management, Inc.
January 2005 - January 2011
Fixed Income Trader at
Josephthal
January 1998 - January 2004
Brian Perry Cfp Cfa
Education
Tufts University - The Fletcher School of Law and Diplomacy, Master Of Arts
January 2008 - January 2009
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
***********@purefinancial.com
***********@schwab.com
Colleagues
Chief Operations Officer
Executive Chairman
Chief Financial Planning Officer at Pure Financial Advisors, LLC
Founder, Chairman
Managing Director and Certified Financial Planner
President and CEO
Managing Partner
Chief Compliance Officer
Managing Director
Chief Financial Officer & Managing Partner