Benjamin David Gurwitz
CFP®Professional Summary
Benjamin David Gurwitz, CFP® is a registered financial advisor currently at FINANCIAL LIFE ADVISORS located in San Antonio, Texas. Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Benjamin has worked at 2 firms and has passed the Series 63 and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Financial Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Business Services
- Estate & Legacy Planning
- Tax Planning
- Education Funding
Specializations
Biography
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 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.”
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
FINANCIAL ADVISORS FOR LIFE | FINANCIAL LIFE ADVISORS LLC | FINANCIAL LIFE ADVISORS
Contact Information
Main Address
2338 N Loop 1604 W Ste 311, San Antonio, TX 78248Phone Number
(210) 918-8998# of Employees
11SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
752AUM (Assets Under Management)
$366,325,843Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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Primary Firm SEC Registration
FINANCIAL ADVISORS FOR LIFE | FINANCIAL LIFE ADVISORS LLC | FINANCIAL LIFE ADVISORS
State Registrations and Notice Filings
(11/6/2008)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2003About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Benjamin David Gurwitz's CRS (Customer Relationship Summary).
Services Offered by Benjamin
- Financial Planning
- Investment Management
- Risk Management & Insurance
- Retirement Planning
- Business Services
- Estate & Legacy Planning
- Tax Planning
- Education Funding
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