Benjamin David Gurwitz
Investment adviser representative at Financial Life Advisors
18 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$366.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Financial Life Advisors LLCSep 2008 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (TX).
Financial Life Advisors
Legal name: Financial Life Advisors LLC
$366.3MAssets managed
209Clients
7Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4702402
- Firm CRD
- 128502