Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Financial Life Advisors

Financial Life Advisors

Financial Life Advisors (FLA) is a Registered Investment Advisory firm based in San Antonio, TX catering to retirees and professionals who need assistance with wealth management and financial planning. FLA has been in operation since 2003. Ben Gurwitz is a CERTIFIED FINANCIAL PLANNER TM or CFP® professional with a background in insurance and investment sales and consulting. Jim Oliver is a practicing CPA/PFS and CFP® professional. In addition to FLA, Jim founded and has operated the CPA firm Jim Oliver & Associates, P.C. since 1981.

Last updated on

About Financial Life Advisors

Founded

2003

Estimated Revenue

$1M-$10M

Employees

1-10

Category

Industry

Financial Services

Location

City

San Antonio

State

Texas

Country

United States

Tech Stack (24)

search