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
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
After growing up in San Francisco, Ben then moved to Denver during high school. For college, Ben moved to San Antonio to attend Trinity University and stayed. Ben has three children who keep him very busy and they like to get away to the mountains or coast whenever possible.
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PROFESSIONAL AFFILIATIONS





