Ben Gurwitz, CFP® in

Ben Gurwitz, CFP®

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Principal at Financial Life Advisors
📍 San Antonio, Texas, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
8 Years
Current Role
Principal
Job Level
Middle
Location
San Antonio, Texas, United States
Personality Overview

How Ben shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ben cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2008
Principal
Financial Life Advisors
1-2012 - 12-2016
Board Member & Past President
Financial Planning Association of San Antonio & South Texas
7-2011 - 6-2015
Board Member
San Antonio Estate Planners Council
12-2014
VP
University Oaks Community Association
2-2008 - 6-2008
Compensation and Benefits Analyst II
Rackspace Managed Hosting
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2008
CERTIFIED FINANCIAL PLANNER(tm)
Certified Financial Planner Board of Standards Inc.
1998 - 2002
BS in Business Administration
Trinity University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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