Brian Keith Perry

Mr. Brian K.
Perry, CFA MBA, is an Executive Vice President & Chief Investment Officer at Pure Financial Advisors, Inc. He works closely with Pure’s financial advisors, helping provide them with the tools and resources necessary to serve their clients and continue the firm’s mission of providing the highest quality financial education and planning to as many people as possible.
He has been actively involved in the financial markets for more than 20 years.
Prior to joining Pure Financial Advisors, Mr. Perry worked for Charles Schwab as the Director of Income Solutions, where he was responsible for advisor education, as well as, providing subject matter expertise and advice around the financial markets and income generation.
Earlier in his career, he worked as an institutional portfolio manager for a multi-billion-dollar money management firm, and as a fixed income trader for several investment banks.
He 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.