WHO WE ARE
BEN GURWITZ, CFP®
Ben joined Financial Life Advisors in 2008 and is a partner and leads the personal financial planning team. Ben is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 15 years of experience helping individuals and families with their financial lives. Ben is driven to, “See the world through my client’s eyes and then use our knowledge to help them 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
2020 – Present ▫ Investment Committee Chair & Board Member, Jewish Federation of San Antonio
2018 – 2022 ▫ Board of Directors for the San Antonio Estate Planners Council President in 2021
2018 – 2022 ▫ Membership Committee for the San Antonio Chapter of the Exit Planning Exchange (XPX)
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
IN THE MEDIA
Growing up in San Francisco, Ben then moved to Denver during high school. For college, Ben moved to San Antonio to attend Trinity University. Ben met his wife, Shana, at Trinity, and they wanted to stay in San Antonio and start a family. They now have three children and love to get away to the mountains or the coast whenever they can.
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