Benjamin Hooper
CFP®, CIMA®, RLP®, ChFC®, CLU®, RICP®
Comal Wealth Management
Founder & Wealth Manager
Benjamin Hooper
CFP®, CIMA®, RLP®, ChFC®, CLU®, RICP®
Comal Wealth Management
Founder & Wealth Manager
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you live your best retirement. We provide financial planning & investment management services. Our mission is to design personalized retirement life plans that provide continuous financial security and peace of mind. - Benjamin Hooper, CFP®, CIMA®, RLP®, ChFC®, CLU®, RICP®
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 financial planning, retirement planning, and investment management services to help retirees save time, maximize income, and enjoy retirement.
Benjamin Hooper is the Founder and Wealth Manager at Comal Wealth Management.
I launched Comal Wealth Management to help clients save time, reduce taxes, maximize income and enjoy retirement. We are based in New Braunfels, TX but the practice is 100% virtual. This allows us to serve clients all across the country.
We specialize in retirement income & investment strategies for individuals and couples over age 50.
Prior to Comal Wealth Management, I served as a Financial Advisor / Wealth Manager for a fortune 100 company for 11 years. During that time, I had the privilege of serving military veterans and their families. That experience allowed me to learn in great detail about military & federal retirement benefits.
Previously, I earned my undergraduate degree in Personal Financial Planning from Texas Tech University, which is widely considered the top program in the country. In addition, I earned my MBA from Colorado State University.
I married my best friend, Brooke, in 2012. She's a Registered Nurse and when we're not working, you can usually find us traveling to an ocean adventure or listening to live music on the weekends.
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 or in retirement and are looking for ongoing advice and/or investment management services.
At Comal Wealth Management, we know that it’s not just your retirement, it’s the rest of your life.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Business Owners and Executives
- Sudden Money Situations
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Benjamin Hooper is a NAPFA-Registered Financial AdvisorThe 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.
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Benjamin Hooper is a Member of the XY Planning NetworkThe 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.
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Benjamin Hooper is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for VerificationCFP® 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.
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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.
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Benjamin Hooper is a Registered Life Planner® (RLP®)A Registered Life Planner® (RLP®) is a Financial Planner who has been fully trained in Life Planning by completing the three step process of becoming an RLP®: Seven Stages of Money Maturity® workshop, 5-Day Life Planning training and the 6 Month Mentorship Program. This method of training 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. They therefore become your partner in clarifying and achieving your most meaningful and deeply felt aspirations.
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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.
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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.
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Benjamin Hooper is a Retirement Income Certified Professional® (RICP®)A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
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Comal Wealth Management is an Approved Dimensional Funds AdvisorDimensional believes an advisor can work closely with you to understand your financial needs and provide a range of wealth management services, while encouraging the discipline essential to long-term investment success. Financial advisors who work with Dimensional operate independently from Dimensional and vary in the extent to which they use Dimensional funds.
Contact Benjamin Hooper
Office Locations:
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By Appointment
New Braunfels, TX 78132
