Benjamin founded Comal Wealth Management in 2020 with a focus on delivering a high-touch client experience. Benjamin is a Certified Financial PlannerTM practitioner with over 16 years of wealth management experience. He services 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.
He offers a free Retirement Readiness Review for prospective clients.
BS - Personal Financial Planning
Texas Tech University
08/05/2005 -05/09/2009
MBA - Business
Colorado State University
08/01/2013 -05/16/2015
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Comal Wealth Management LLC ("CWM") is an Investment Adviser registered with the State of Texas. All views, expressions, and opinions included in this communication are subject to change. This communication is not intended as an offer or solicitation to buy, hold or sell any financial instrument. Any information provided has been obtained from sources considered reliable, but we do not guarantee the accuracy or the completeness of any description of securities, markets or developments mentioned. Past performance is no guarantee of future results.