About Joe

Joe Messinger, CFP®, ChFC®, CLU®, is partner and director of college planning at Capstone Wealth Partners, founder of Capstone College Partners, and co-founder of College Aid Pro ™. 

Joe is passionate about Captone’s College Pre-Approval™ process. Through his speaking and educational workshops, he guides fellow advisors through a process that allows families to reach better financial outcomes, and eliminate the stress & anxiety they have around paying for college. 

This process addresses an acute need of Gen-X families trying to make a $100,000 to $250,000 investment in college for each student.

Financial advisors are blown away when they understand the message, and learn how the College Pre-Approval™ system can work for their practice!

As a financial advisor himself, Joe is dedicated to spreading the message of College Pre-Approval™ through speaking engagements, webinars, and presentations. To learn more, or explore past presentations, watch the video below!

The “Why” Behind College Planning: How It Helps Advisors Build a Wildly Successful Practice for Gen X Clients

Let’s talk about the “why” behind bringing college funding into your financial planning practice. The truth is that hanging the success of your firm on a Baby Boomer target audience alone is setting you and your team up for failure. As an advisor, it’s your job to extend the life of your practice by pursuing Gen X clients – and the #1 financial fear they experience is wondering how they’ll afford the cost of college for their kids.

By incorporating college funding into your practice, you’re able to successfully create a unique value-add for Gen X clients both now and in the future. This makes it a snap to bring in new clients and continue to scale your practice, all while creating real value for new and existing clients by expanding your service offering in a way that directly addresses a very real concern ideal prospects have. 

College funding for Gen X clients is the ideal way to build a wildly successful, scalable financial planning practice. In this keynote, Joe walks audiences through the why and the how of college funding, and best practices for integrating it into an existing advisor’s practice.

Featured Presentation: Changing The Paradigm & Raising The Bar On College Planning Advice

Joe challenges the status quo, and wants to change the way advisors help families plan for college tuition, without robbing Mom & Dad’s retirement.

Through his work with Capstone College Partners, he is on a mission to empower financial planners with the tools they need to help families beat the high cost of college. Now we teach our proprietary process to advisors because we believe American families desperately need our support, and we as an industry have a responsibility to help them.