Blog | Min Read < 1 minute

Helping Financial Planners with Gen X and Y

Capstone College Partners is honored to be counted among the XY Planning Network’s member resources. Running your own RIA takes hard work and getting the training and support you need to succeed is expensive. XYPN offers a variety of content for all types of advisors to build and scale your business.

XY Planning Network is the leading organization of fee-only financial advisors who specialize in helping members and facilitating the growth of financial planning firms serving Gen X and Gen Y. XYPN works each day to support their members in a variety of ways with a wide range of benefits from technology and program discounts to marketing support and business coaching.

Led by industry thought leader, Joe Messinger, CFP®, Capstone College Partners provides financial advisor education and practice management solutions. Their signature courses, Mastering College Pre-Approval™ and Mechanics of College Funding, have helped advisors across the country provide more comprehensive college funding advice. Dedicated to raising the bar in college funding advice across the industry and ending the student loan crisis one family at a time.

“Joe Messinger 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

We are grateful to be part of this community of like minded advisors to share our specialized knowledge to better serve your clients and end the student loan debt crisis one family at a time.

Don't Just Take Our Word For It

Sign Up for a Free Demo

Related Articles

Client’s need to keep college costs down? Their student’s need to graduate in 4 years! Seems like a no-brainer, right?! If you need to keep college costs down, you need...
Students at Graduation
Three private equity firms just pledged $90 million to HBCUs. Here’s what that means for advisors and their college-bound clients.
When you hear the words financial crisis, what comes to mind? It might be the 2008 market crash or even the most recent 2020 bear market spurred by the coronavirus....

Changing the Way America Shops for College

Newsletter Sign Up
We’re empowering advisors with the right tools they need to have success in the college funding space.
Copyright © 2021 · College Aid Pro