Capstone Wealth Partners

“Head Of The Class” – FA Magazine Article, September 2017

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Capstone Wealth Partners is honored to be a part of this recent article from FA (Financial Advisors) Magazine.

All too often financial advisors are at a loss when it comes to college funding.

How can they help families struggling with student loan debt? How can they help families pay for college for their children?

“It’s a $250,000 investment—we think you can’t call yourself an advisor if you’re not advising on it.” — Joe Messinger

As an industry thought leader on the subject, Capstone considers themselves a financial planning firm for college-bound families, and Capstone College Partners has focused on helping advisors on a topic too often ignored.

(When you are looking for a financial advisor to serve your needs, read our blog post with some tips on what to look for and what to ask.)

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About the Author

Picture of Joe Messinger, CFP®

Joe Messinger, CFP®

Joe Messinger, CFP®, ChFC, CLU, CCFC is on a mission to end the student loan crisis one family at a time. He created the innovative College Pre-Approval™ system and has trained thousands of advisors across the country on how to seamlessly guide families through the college-funding maze with confidence and ease.

Messinger is a Co-Founder of College Aid Pro™, the award winning FinTech solution that takes the hassle out of late-stage college planning. A proud graduate of Penn State University, he is also Partner and Director of College Planning at Capstone Wealth Partners, a fee-only RIA.

Joe serves as a member of the Advisory Board for the American Institute of Certified College Financial Consultants (AICCFC) and the NAPFA Foundation College Affordability Project.

He is known as an industry thought leader in the area of college financial planning. He regularly speaks at industry conferences for the Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA), and the XY Planning Network (XYPN). His work has been featured in The Journal for Financial Planning, Financial Advisor Magazine, US News, and Bloomberg to name a few.

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Capstone Wealth Partners is a fee-only independent Registered Investment Advisor in Columbus, Ohio. We are financial planners for college-bound families.

The Capstone Blog offers up our best ideas on how to save and pay for college, all while staying on track for a confident retirement.

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