Benjamin Hooper (CFP®, ChFC®, CIMA®, CLU, RICP®, RLP)
Benjamin Hooper focuses in the
following client markets or areas of practice:
- AUM
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
- AUM
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Plan Investment Advice
- Retirement Planning & Distribution Rules
- Tax Planning
Planning Specialties
Comal Wealth Management is a modern wealth management and financial planning firm based in New Braunfels, TX. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.
Benjamin Hooper founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a CERTIFIED FINANCIAL PLANNER™ practitioner with over 16 years of wealth management experience. He serves clients in the New Braunfels, TX community who are approaching retirement.
Benjamin is a retirement and tax planning expert. He is passionate about helping you find your unique path to a successful retirement and helping you maintain your desired lifestyle once retired.
Prior to Comal Wealth Management, Benjamin spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, he was one of the youngest advisors promoted to Wealth Manager and was tasked with leading the Wealth Management offering in El Paso, TX. After 3 years in El Paso, he joined the Austin, TX Wealth Management team to serve the Central Texas community.
Previously, he earned his undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, he earned his MBA from Colorado State University.
He is a born-and-raised Texan and has called New Braunfels, TX home since 2018.
In his free time, he loves to travel with his wife Brooke, preferably somewhere with beaches and palm trees.
Additional Information
We serve clients that are approaching retirement, value expert advice and have diligently invested $500,000+ towards retirement. Our aim is to help you save time, invest wisely, reduce taxes and retire successfully.
We offer a free Retirement Readiness Review for prospective clients.
FEE ONLY - As a fee-only financial advisor, we are compensated solely by the client, without receiving commissions or other incentives from financial product providers, ensuring unbiased financial advice tailored to our client's needs.
FIDUCIARY - As a fiduciary financial advisor, we are ethically and legally bound to act in our clients' best interest. We provide advice based on what we believe to be in the best long-term interest of our clients.
PREMIER SERVICE: As advisors, we have a responsibility to not only react to our clients’ needs, but to proactively communicate and deliver an incredible experience overall. We are committed to service of the highest tier, without exception.
PLANNING-CENTRIC: Financial planning is an essential process to be a successful financial steward. A cohesive, comprehensive financial plan synthesizes tailored, goal-based strategies, enabling clients to make better decisions, monitor progress towards their goals, and provide long-term peace of mind.
VALUE-DRIVEN: The pursuit of financial value should be relentless, and we strive constantly to identify multiple areas of financial gain for our clients. Because investment portfolios are not the sole driver of financial rewards, we seek to identify measurable value beyond investment returns for optimal success and goal attainment.
NAPFA Start Date
November 10, 2020
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