WHO WE ARE

OUR DIFFERENCE                    OUR TEAM                    CONTACT US

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

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

FOX San Antonio – Crowdfunding sites like GoFundMe aren’t substitutes for life insurance

Your Money – Wharton Business Radio

Consumer Reports – 4 tax-smart RMD strategies

CNBC – 4 money ‘musts’ for your to-do list before year-end

CNBC – Investors migrate to passive investments. Should you?

CNBC – Unsure whether to take the standard deduction on your taxes? Here’s how to decide

Money – Dementia Care: Protecting a Father’s Legacy

Kiplinger’s – When One Spouse Retires Before the Other

Washington Post – A financial guide to retiring abroad

Trinity Learning TUgether Podcast – Financial Success

Trinity Learning TUgether Webinar – Retirement Planning Basics

Financial Planning – Real Estate’s New Rules

Financial Advisor – Social Security: A Planning Paradox

Financial Advisor – What Happens To Retirement Planning If Social Security Benefits Are Cut?

ABC News – Things to Keep in Mind When Considering Buying or Leasing a Car

Meet Ben

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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