Benjamin David Gurwitz

Employer firm

Financial Life Advisors CRD 128502

$366M regulatory AUM 11 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2008 → Present
  Financial Life Advisors Llc
  San Antonio, TX

Other Businesses

1). Investment Committee Chair & Board Member, Jewish Federation of San Antonio, starting 06/2020, To lead the committee which oversees the Investment Adviser which manages the endowment funds.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-11-21

Designations

• Certified Financial Planner