CFP®, CIMA®, RLP®, ChFC®, CLU®, RICP®
Comal Wealth Management
Founder & Wealth Manager
Fee-Only financial planner located in New Braunfels, TX, serving clients locally and across the country
Benjamin Hooper is a New Braunfels, TX fee-only financial planner. Comal Wealth Management provides holistic financial planning, retirement planning, and investment management to help Gen Xers organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Benjamin Hooper is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Benjamin Hooper founded Comal Wealth Management to help you navigate the complex financial decisions you will encounter and to help you design your ideal retirement life plan.
Benjamin is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), Certified Investment Management Analyst® practitioner (CIMA®), Registered Life Planner® (RLP®), Chartered Financial Consultant® (ChFC®), Chartered Life Underwriter® (CLU®), Retirement Income Certified Professional® (RICP®), and Enrolled Agent (EA).
Prior to Comal Wealth Management, Benjamin served as a Senior Wealth Manager with USAA, a Fortune 100 company. During Benjamin’s nearly 11 years at USAA, he served as a trusted financial advisor to USAA’s high net-worth families.
Benjamin earned his undergraduate degree in Personal Financial Planning from Texas Tech University and his Master of Business Administration from Colorado State University.
Benjamin married his best friend, Brooke, in 2012. She is a Registered Nurse and they have three rescue cats. They enjoy live music, ocean adventures, and eating really good pizza.
Benjamin Hooper is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Comal Wealth Management's Mission is to design personalized retirement life plans that provide continuous financial security and peace of mind. Comal Wealth Management is for those of you who are nearing retirement and may feel anxious or overwhelmed by everything that goes into planning and investing.
Our Holistic Wealth Management Engagement is designed to help you discover your unique vision for retirement in conjunction with creating your ongoing personal financial plan and custom investment strategy.
You don’t have to make the journey alone. We’re here to help make the process simple by bringing you clarity, guidance, and peace of mind.
At Comal Wealth Management, we know that it’s not just your retirement, it’s the rest of your life. There are ongoing financial and life decisions that have to be made.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Benjamin Hooper is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Benjamin Hooper is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Benjamin Hooper is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Benjamin Hooper is a Certified Investment Management Analyst® (CIMA®)
The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Benjamin Hooper Has Received Training and Earned the RLP® Designation from the The Kinder Institute of Life Planning
The Kinder Institute trains and coaches financial advisors worldwide in a method we call financial Life Planning. This method is based on the premise that advisors should first discover a client’s most essential goals in life before formulating a financial plan, so a client’s finances fully support those goals.
Benjamin Hooper is a Chartered Financial Consultant® (ChFC®)
Chartered Financial Consultant® designations are granted upon completion of seven required courses and two elective courses. Those who earn the designation are understood to be knowledgeable in financial matters and to have the ability to provide sound advice.
Benjamin Hooper is a Chartered Life Underwriter® (CLU®)
A Chartered Life Underwriter® (CLU®) is a professional designation for individuals specializing in life insurance and estate planning. Individuals must complete five core courses and three elective courses, and successfully pass all eight two-hour, 100-question examinations in order to receive the CLU® designation.
Comal Wealth Management is an Approved Dimensional Funds Advisor
Dimensional Fund Advisors is a leading global investment firm that has been translating academic research into practical investment solutions since 1981. Guided by a strong belief in markets, the firm builds and implements strategies to help clients pursue higher expected returns. An enduring philosophy, strong client commitment, and deep working relationships with the academic community underpin Dimensional’s approach to investing and form the foundation for new strategies.
Contact Benjamin Hooper
1659 State Hwy 46W
Ste 115 #439
New Braunfels, TX 78132