Benjamin Gurwitz (CFP®)

Benjamin Gurwitz focuses in the
following client markets or areas of practice:

Charitable Giving

College/Education Planning

Estate & Generational Planning Issues

High Net Worth Client Needs

Insurance Related Issues

Investment Advice with Ongoing Management

Planning Specialties

Retirement planning
Accumulation/distribution strategies
Income smoothing
Roth conversion strategies
Social Security analysis
Investment strategy
Risk management & insurance

Additional Information

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.”