As featured in
Empowering families, students, and advisors
to make confident decisions about college.
For Financial Advisors
Learn how to build a practice you love with clients you love. Feel confident in helping your clients effectively incorporate college planning into their financial plans.
The way America shops for college is all wrong. We’re tasking 16 and 17-year-old students with making a $100,000 - $350,000 purchasing decision, oftentimes before they’ve even held a job. My goal is to empower families with full transparency into what college will likely cost them out of pocket.
Through speaking engagements, I guide advisors, families, and students through the college planning process. I’ve spoken at:
- Advisor Conferences
- Advisor webinars
- High Schools
- College access events
- Community groups
Joe Messinger, CFP®, ChFC®, CLU®, CCFC
My mission is to help empower families, students, and advisors to make educated decisions about the college funding process. Through my work at Capstone Wealth Partners and College Aid Pro™ I serve my clients and colleagues as a financial advisor, educator, and guide.
Looking for your next speaker?
Reach out to book me for
a speaking engagement
or consulting work
I want to help you help your clients, and I would love to share my
experience as a financial advisor and business owner with you.
Joe is my go-to expert for all things college planning. His fee-for-service, fiduciary approach, is a breath of fresh air in a world that has seen a lot of abuse from the insurance industry. He's an excellent speaker and trainer, and I highly recommend his work!
Alan Moore, MS, CFP®Director Of Speeding Things Up & Co-Founder XY Planning Network
Joe’s great. I enjoy his trainings, he puts a lot of energy into them. He obviously has a lot of experience in the area, he’s a college geek – he knows his stuff!
Dean Lyman, CFP®Your Financial Partnership
This is people’s biggest expense. So, why not put a lot more thought into it [college planning], and strategy?