Benjamin Gurwitz

CFP®

Sr. Wealth Manager | COO | Partner

Financial Life Advisors

San Antonio, TX

Anywhere / Virtual Meetings

Helping grow, protect and transfer your legacy!

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I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

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Benjamin Gurwitz is a San Antonio, TX fee-only financial planner. Financial Life Advisors provides comprehensive retirement planning, tax analysis, and estate planning to help transitioning retirees, busy professionals, and clients concerned with generational wealth transfer to 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.

Get to Know Benjamin Gurwitz

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

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

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.

I Can Help You With:

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

Fee-Only and Fiduciary - Without Exception

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