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
I’ve spent my entire career in the financial services industry and am extremely passionate about helping others reach their financial goals. I’ve worked at a large financial firm and have had job offers from other well-known financial firms that I didn’t take because they wanted me to work with hundreds of clients. I don’t believe that an advisor can effectively maintain that many relationships and still provide top-tier advice. For that reason, I founded Comal Wealth Management in 2020 to help clients save time, reduce financial stress, achieve financial freedom faster and ultimately have a secure retirement.
We intentionally limit the number of clients we work with to make sure that our clients receive the highest level of service. This gives us the ability to know our client’s situation extremely well and to be available for our clients when they need us the most.
My firm is fee-only, which simply means that we’re paid directly by our clients and don’t receive a commission or fee from a third party. We are also fiduciaries, meaning that we are legally obligated to do what is in our client’s best interest.
My commitment is to truly listen to you, understand your situation, and help you navigate the financial landscape so that you may live your best life.
Prior to CWM, I spent 11 years working for USAA as a financial advisor and wealth manager. In 2013, I was one of the youngest advisors promoted to Wealth Manager in the company and was tasked with leading our Wealth Management offering in El Paso, TX. After 3 years, I joined the Austin, TX Wealth Management team to serve the Central Texas community.
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.
Additional Information
I specialize in working with busy professionals and retirees who:
- Want to create and live their best financial life.
- Have little time or interest in managing their own investments and are seeking a trusted partner.
- Are looking for an advisor that takes a comprehensive approach.
On a personal note, I'm a born-and-raised Texan and have called New Braunfels, TX home since 2018. My wife Brooke and I love animals. We like to joke that we were normal three cats ago. Wizard, Loki and Bella certainly bring us a lot of joy.
On the weekend you'll find us training Brazilian Jiu-Jitsu, watching the UFC with friends, and in the evening, we like to put on a Lord of the Rings movie and order a pizza from our favorite local Italian restaurant, Gennaro's.
Outside our normal weeks, we love to travel, preferably somewhere with beaches and palm trees. I enjoy trading travel stories with clients and hearing how our various adventures helped us gain perspective and joy in life.
NAPFA Start Date
November 10, 2020