Larry Kriesmer, CLU, ChFC

Biography

Larry graduated from the University of Redlands as an English Major and then began his career in financial services as a registered rep and insurance advisor. In that role, he quickly passed the General Securities Representative Series 7 exam and subsequently passed the Series 24 Registered Principal exam and holds the designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) from the Society of Financial Service Professionals. He is a member of the National Association of Insurance and Financial Advisors (NAIFA) and the Society of Financial Service Professionals (FSP).

Frustrated by his observations with Modern Portfolio Theory and exposure to potential losses even with diversified portfolio positions, Larry Kriesmer, CLU, ChFC set about finding a portfolio risk management solution over which he could feel more in control.  Finding nothing that fit his objective, he drew on his early training as an insurance professional, and along with his business partner, Bernard Surovsky, formed Measured Risk Portfolios, a registered investment advisor, in 2007.  Initially deployed on a few select clients, the strategy is now used by the majority of his personal clients and hundreds of accounts that are referred to the firm by outside advisors.

Larry was born and raised in Saudi Arabia until the age of 18 and now lives in Rancho Santa Fe with his wife Carol. Their two grown children have left the nest and this allows them to travel extensively, pursuing their love of outdoor sports, fine wine and international cuisine.