Benjamin Gurwitz, financial advisor San Antonio TX

Benjamin Gurwitz

CRD Number: 4702402
Current Firm: Financial Life Advisors

Benjamin Gurwitz (CRD# 4702402) is an Investment Advisor Representative working at Financial Life Advisors in San Antonio, TX and has over 20 years of experience in the finance industry. Benjamin Gurwitz has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Financial Life Advisors LLC San Antonio, TX Sep 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
Contact Info for Benjamin D. Gurwitz
Phone Number: 210-918-8998
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    324
    MILLIONS
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $461,061
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

NH, TX

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