Benjamin Gurwitz

CFP®

Financial Life Advisors

Partner

Contact Me

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®

Contact Me

210.918.8998

Website

Helping grow, protect and transfer your legacy!

Benjamin Gurwitz is a San Antonio, TX fee-only financial planner. Financial Life Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Benjamin Gurwitz is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Meet Benjamin Gurwitz
About Financial Life Advisors

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

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

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 a son.

Benjamin Gurwitz is a Member of the National Association of Personal Financial Advisors

The National Association of Personal Financial Advisors (NAPFA) is the country’s 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

Benjamin Gurwitz is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Benjamin Gurwitz is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® 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.
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.