Joe Messinger (CFP®, ChFC®, CLU)
Joe Messinger focuses in the
following client markets or areas of practice:
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- Socially Responsible Investments
Planning Specialties
On of our co founders, Joe Messinger, is a leading authority on late-stage college funding. He created the innovative College Pre Approval™ process that demystifies financial aid and helps students find schools that will give them the most free money so they can graduate debt free and live richer lives! He is frequently asked to speak at high school financial aid nights and parent groups across the country. He is also a highly regarded thought leader and speaker in the financial planning community, frequently speaking at industry conferences. His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.Additional Information
We chose the name “Capstone” to reflect our firm’s specialization in late stage college planning. A capstone is a student’s final course of subject mastery in college. We want to help our clients achieve subject mastery when it comes to their financial planning. Through our ongoing partnership, we’ll help you make empowered decisions about your money – tax efficient investments to save and pay for college and a comfortable on time retirement . We believe in building a partnership with each of our clients based on a foundation of trust. We’re here to support you for the long-haul, not just a one-time sales transaction.NAPFA Start Date
August 16, 2023
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