Benjamin Gurwitz (CFP)

Benjamin Gurwitz focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Insurance Related Issues
  • Investment Advice with Ongoing Management

Planning Specialties

  • Retirement planning
  • Accumulation/distribution strategies
  • Income smoothing
  • Roth conversion strategies
  • Social Security analysis
  • Investment strategy
  • Risk management & insurance

Additional Information

Ben joined Financial Life Advisors in 2008 and oversees the wealth management and financial planning for the whole firm. Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner, Texas Life and Health Insurance Counselor and Risk Manager with 15 years of experience in the financial services industry. Ben’s passion is to “Help families coordinate and maximize their financial resources to achieve their goals.”

NAPFA Start Date

April 07, 2017

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This Office

14607 San Pedro Ave Ste 190 San Antonio, TX 78232-4372 Phone: (210) 918-8998