AeroLeads people directory · profile
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc Email & Phone Number
Partner and Director of College Planning
at
Capstone Wealth Partners, Ltd.
1 work email found
@capstonewealthpartners.com
3 phones found area 614
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 86%
Current company
Role
Partner and Director of College Planning
Location
Dublin, Ohio, United States
Company size
Who is Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc is listed as Partner and Director of College Planning at Capstone Wealth Partners, Ltd., a company with 5 employees, based in Dublin, Ohio, United States. AeroLeads shows a work email signal at capstonewealthpartners.com, phone signal with area code 614, and a matched LinkedIn profile for Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc.
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc previously worked as Partner & Director of College Planning at Capstone Wealth Partners, Ltd. and Co-Founder at College Aid Pro™. Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc holds Bachelor Of Science (Bs) from Penn State University.
Company email context
Email format at Capstone Wealth Partners, Ltd.
This section adds company-level context without repeating Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc's masked contact details.
*@capstonewealthpartners.com
71% confidence
AeroLeads found 1 current-domain work email signal for Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc. Compare company email patterns before reaching out.
Profile bio
About Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc
Joe Messinger, CFP®, ChFC, CLU, CCFC is a trusted authority in the area of college planning and funding. He is on a mission to "Change the way America shops for college." He created the innovative College Pre-Approval™ system to seamlessly guide families through the college funding maze and ensure that every student graduate with manageable student loan debt without robbing retirement. Joe is a Partner and Director of College Planning at Capstone Wealth Partners, a fee only RIA based in Columbus, OH. In addition to his work as a practitioner, Joe is raising the bar in college funding advice across the country through the "College Planning Made Easy" Certificate course developed in partnership with the Financial Planning Association (FPA). Joe is also a co founder of College Aid Pro®, a groundbreaking software platform that streamlines the college funding process and helps advisors, parents, and students make more informed college buying decisions.
Current workplace
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc's current company
Company context helps verify the profile and gives searchers a useful next step.
Capstone Wealth Partners, Ltd.
6 roles
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc work experience
A career timeline built from the work history available for this profile.
Partner & Director Of College Planning
CurrentCapstone Wealth Partners is a modern independent financial planning firm in Columbus, Ohio serving clients nationwide. We specialize in helping families create a comprehensive college funding plan to maximize financial aid, minimize taxes, and effectively save for retirement at the same time.Our experienced Capstone Advisors™ will show you how to pay for.
Dec 2009 - Present
Co-Founder
CurrentAt College Aid Pro™ we are changing the way America shops for college and we are on a mission to end the student loan crisis one family at a time. Financial planning professionals can now band together to help families make informed college buying decisions with one, comprehensive college funding software.
Aug 2017 - Present
Founder & Ceo
CurrentWHAT I DO: I help financial advisors learn to serve their clients at a higher level by teaching them how to do college planning for families the right way. I do this by teaching you how to master The College Pre-Approval™ Process, a proven, repeatable system you can apply in your practice right away.WHO I WORK WITH: I partner with forward-thinking.
Jan 2017 - Present
Partner
Responsible for recruiting, training, developing, and managing financial advisors and support staff for this Global Fortune 100 financial services firm.
Mar 2006 - Dec 2009
Senior Vice President
Responsible for sales, operations, compliance, recruiting and development of a team of financial advsors at this Global Fortune 100 financial services firm. Promoted in 2004 from Regional Vice President in Atlanta, GA to Senior Vice President of Central Ohio.
Jan 2002 - Mar 2006
Team & coworkers
Colleagues at Capstone Wealth Partners, Ltd.
Other employees you can reach at capstonewealthpartners.com. View company contacts for 5 employees →
BL
Bud Lavery, Cfp®
Colleague at Capstone Wealth Partners, Ltd.Eureka, Montana, United States, United States
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RS
Ryan Sheppard, Chfc®
Colleague at Capstone Wealth Partners, Ltd.Dublin, Ohio, United States, United States
View →
AM
Allen Montgomery
Colleague at Capstone Wealth Partners, Ltd.Lakeland, Florida, United States, United States
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Bud Lavery, Cfp®
Colleague at Capstone Wealth Partners, Ltd.Eureka, Montana, United States, United States
View →
RS
Ryan Sheppard, Chfc®
Colleague at Capstone Wealth Partners, Ltd.Dublin, Ohio, United States, United States
View →
AM
Allen Montgomery
Colleague at Capstone Wealth Partners, Ltd.Lakeland, Florida, United States, United States
View →
2 education records
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc education
Bachelor Of Science (Bs)
Penn State University
Chfc, Clu, Advanced Financial Planning
The American College
FAQ
Frequently asked questions about Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc
Quick answers generated from the profile data available on this page.
What company does Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc work for?
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc works for Capstone Wealth Partners, Ltd..
What is Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc's role at Capstone Wealth Partners, Ltd.?
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc is listed as Partner and Director of College Planning at Capstone Wealth Partners, Ltd..
What is Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc's email address?
AeroLeads has found 1 work email signal at @capstonewealthpartners.com for Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc at Capstone Wealth Partners, Ltd..
What is Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc's phone number?
AeroLeads has found 3 phone signal(s) with area code 614 for Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc at Capstone Wealth Partners, Ltd..
Where is Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc based?
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc is based in Dublin, Ohio, United States while working with Capstone Wealth Partners, Ltd..
What companies has Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc worked for?
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc has worked for Capstone Wealth Partners, Ltd., College Aid Pro™, Capstone College Partners, New York Life Insurance Company, and Axa Advisors.
Who are Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc's colleagues at Capstone Wealth Partners, Ltd.?
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc's colleagues at Capstone Wealth Partners, Ltd. include Bud Lavery, Cfp®, Ryan Sheppard, Chfc®, and Allen Montgomery.
How can I contact Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc?
You can use AeroLeads to view verified contact signals for Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc at Capstone Wealth Partners, Ltd., including work email, phone, and LinkedIn data when available.
What schools did Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc attend?
Joe Messinger, Cfp®, Chfc®, Clu®, Ccfc holds Bachelor Of Science (Bs) from Penn State University.
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