Benjamin Gurwitz| CFP®
Financial Life Advisors
- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
San Antonio, TX 78232
Fee-Only & Fiduciary
The National Association of Personal Financial Advisors (NAPFA) is the country's leading association of fee-only and fiduciary financial planners.
Benjamin Gurwitz is a San Antonio, TX Fee-Only Financial Planner serving San Antonio and all surrounding areas. Financial Life Advisors specializes in providing objective financial planning (see a sample financial plan), retirement planning, investment management, and legacy planning to help clients build, manage and protect their assets through life's transitions. Benjamin Gurwitz is a NAPFA-Registered Financial Advisor and a CERTIFIED FINANCIAL PLANNER™ Professional.
Benjamin Gurwitz is a Fee Only Financial planner in San Antonio, TX. Benjamin Gurwitz is a NAPFA-Registered Financial Advisor.
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 son.
The Financial Life Advisors team prides themselves on a philosophy that is reflected in the way they make decisions and treat people. The culture is based on a book by James P. Owen called Cowboy Ethics. Following these 10 principles is critical to doing the right thing for the client, always.
Live Each Day with Courage
We challenge ourselves to be better tomorrow than we were today.
Take Pride in Your Work
We believe in being masters of our craft.
Always Finish What You Start
We get help if we need it, but we finish what we start.
Do What Has to Be Done
We first take care of the client, then solve the problem or handle the situation.
Be Tough, But Fair
We are tough enough to stand up for our principles, convictions, the client, the firm, or ourselves.
When You Make A Promise, Keep It
You are only as good as your word.
Ride For the Brand
We make a difference in our client’s lives and we’re proud of that.
Talk Less and Say More
We try to keep it simple but always keep it true.
Remember That Some Things Aren’t For Sale
We honor our principles, take care of the client, and honor the outfit. Nothing will sway us from our principles, allow us to tolerate abusive or rude behavior, or break any laws.
Know Where to Draw the Line
We abide by the rules and laws, but when they are too low of a standard, we raise the bar and do what is right.