Bernard Surovsky is a financial advisor with Measured Risk Portfolios who holds Series 63 and Series 66 licenses and has 29 years of industry experience. He has worked at Measured Risk Portfolios since 2012 and previously at Independent Financial Group from 2007 to 2017. Outside of his advisory role, he is a licensed California insurance agent and president of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages approximately $400 million in assets for individual, high-net-worth, and institutional clients, offering discretionary portfolio management, pension consulting, financial planning, and sub-advisory services. The firm employs model portfolios incorporating derivatives and margin and serves as sub-adviser to the MRP SynthEquity ETF.

Alexander Flecker is a CFP® with 10 years of industry experience currently advising at Measured Risk Portfolios. His prior roles include positions at Morgan Stanley and HRC Portfolio Solutions, LLC. Flecker is based in San Diego, CA, and holds a Series 66 license. Measured Risk Portfolios offers discretionary portfolio management, financial and pension consulting, and sub-advisory services to a range of clients including high-net-worth individuals, retirement plans, and foundations. The firm’s investment approach combines option-based strategies with short-duration fixed income to manage risk while providing upside potential, and it sponsors an affiliated exchange-traded fund.

Lawrence Kriesmer is a ChFC® credentialed financial advisor with 35 years of industry experience, currently serving at Measured Risk Portfolios. He previously worked at Independent Financial Group, LLC for 11 years and has been involved with Measured Risk Portfolios, Inc. and Kingsroad Financial & Insurance Services since 2002. He is also a licensed insurance agent and part owner of Kingsroad Financial & Insurance Services. Measured Risk Portfolios manages nearly $400 million in assets for individual and high-net-worth clients, as well as institutional investors, offering discretionary portfolio management, pension consulting, and sub-advisory services. The firm is known for its model portfolios incorporating derivatives and margin strategies and serves as sub-adviser to the MRP SynthEquity ETF.