WHO WE ARE
BEN GURWITZ, CFP®
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.”
Areas Of Service
Comprehensive financial planning
- Retirement planning
- Accumulation/distribution strategies
- Income smoothing
- Roth conversion strategies
- Social Security analysis
- Investment strategy
- Risk management & insurance
Business Related Activities
2012 – 2016 ▫ Board Member for the Financial Planning Association of San Antonio & South Texas
President in 2014
2012 – 2015 ▫ Board of Directors for the San Antonio Estate Planners Council
Born and raised in San Francisco, Ben moved to Denver and went to high school there. He was Texas bound in 1998 to attend college at Trinity University in San Antonio. He grew to appreciate the slower pace of life and excellent food here in South Texas. He met his wife, Shana, at Trinity, and they have two daughters and a son.
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