Joe Messinger

Joe Messinger

Formal First Name
Joseph (Joe)

Joe Messinger is a trusted authority in the area of college planning and funding, aiming to change the way America shops for college. Joe is a Co-Founder, Partner & Director of College Planning at Capstone Wealth Partners, a fee-only RIA based in Columbus, OH that specializes in financial planning for college-bound families. Through his advisor training programs with Capstone College Partners, Joe is raising the bar in college funding advice across the industry. Joe and his team also launched College Aid Pro®, a groundbreaking software platform that streamlines the college funding process and helps advisors provide sound financial aid planning advice to families. With more than 16 years of experience in the financial services industry, he is a highly regarded leader in the financial planning community with a revolutionary approach to providing expert college planning advice in a client-centric and comprehensive way. In addition to his work as a practitioner, Joe is raising the bar in college funding advice across the country.

Professional Experience

Academic History

  • Joe created the innovative College Pre-Approval™, a proven, repeatable system you can apply in your practice right away.

  • Joe and his team launched College Aid Pro®, a groundbreaking financial aid planning software.

  • He is on a mission to educate and empower other financial advisors to raise the bar in college funding advice.

  • Prior to launching CWP, he spent nearly a decade working for some of the largest firms in the industry.

  • He frequently speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN).

  • He frequently speaks to organizations and parent groups such as BMI Credit Union, Westerville City Schools, At the Core, CollegeWire, and I Know I Can, among others.

  • His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg, to name a few.

  • In addition to his work with Capstone, Joe is actively involved with a number of local non-profits

  • In 2013, Joe was a Forty Under 40 Honoree, an award recognizing young "movers and shakers" in the community.

Joe Messinger's Licenses & Certifications

Volunteer Experience

  • Speaker, College Blueprint Volunteer, I Know I Can

  • Special Events Task Force, United Schools Network

  • Volunteer, Flying Horse Farms

  • Board of Directors, Financial Planning Association (Central Ohio Chapter)