Benjamin Gurwitz
CFP®
Financial Life Advisors
Partner
Benjamin Gurwitz
CFP®
Financial Life Advisors
Partner
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Benjamin Gurwitz, CFP®
Helping grow, protect and transfer your legacy!
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 over 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
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
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.
Benjamin Gurwitz is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
COWBOY ETHICS
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.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Benjamin Gurwitz is a NAPFA-Registered Financial AdvisorThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
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Benjamin Gurwitz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
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Benjamin Gurwitz is a member of The Financial Planning Association® (FPA®)FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
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Financial Life Advisors is a \"Best Practices Firm\" by the The Institute for the Fiduciary Standard
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Benjamin Gurwitz is a Member of The National Association of Estate Planners & Councils
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Benjamin Gurwitz is Featured on Fox News - San Antonio
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Benjamin Gurwitz is Quoted in Consumer Reports
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Benjamin Gurwitz is Featured on Wharton Business Radio
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Benjamin Gurwitz is quoted in Financial Advisor Magazine
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Benjamin Gurwitz is quoted on CNBC
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Benjamin Gurwitz is quoted in Financial Planning Magazine
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Benjamin Gurwitz is quoted on Time.com / Money
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Benjamin Gurwitz is quoted on Kiplinger
Contact Benjamin Gurwitz
Office Locations:
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14607 San Pedro Ave
Suite 190
San Antonio, TX 78232
