Ben D. Gurwitz,  CFP<sup>&reg;</sup> - Financial Advisor

Ben D. Gurwitz, CFP®

Financial Life Advisors

14607 San Pedro, Suite 190
San Antonio, TX 78232
FINANCIAL ADVISOR'S WEBSITE
(210) 918-8998 CONNECT WITH Ben
  • linkedin link

General

Ben Gurwitz is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Life Advisors in San Antonio, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Property/casualty

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Insurance, Life Planning, Retirement, Stocks & Bonds, Succession Planning, Sudden Wealth, Nontraditional Households, Special Needs, Personal Taxes

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