About

Roccy M. DeFrancesco, Jr., JD, CWPP™, CAPP™, CMP™

Professional Accomplishments

• Founder of The Wealth Preservation Institute
• Creator of the Certified Wealth Preservation Planner, CWPP™
• Creator of the Certified Asset Protection Planner, CAPP™
• Creator of the Certified Medicaid Planner, CMP™
• Co-Founder of the Asset Protection Society
• Founder of the Home Equity Acceleration Plan© Charitable Foundation
• Advisory board for the Doctor Patient Medical Association
• Member of the Michigan Bar’s 21^st Century Practice of Law Committee 

Authorship on Asset Protection and Wealth Preservation

• The Doctor’s Wealth Preservation Guide©
• Peace of Mind Planning: Losing Money is No Longer an Option©
• Retiring Without Risk©
• Bad Advisors: How to Identify Them; How to Avoid Them©
• The Home Equity Acceleration Plan, H.E.A.P© (with accompanying software program)
• The Home Equity Management Guidebook: How to Achieve Maximum Wealth with Maximum Security©
• 21^st Century Advisor©
• 21^st Century Attorney © (Co-Author)
• Editor: The Medicaid Planning Guidebook©

Lectures and Key Note Speaking on Asset Protection

• Association of American Physicians and Surgeons
• California Orthopedic Association
• The American Academy of Medical Management
• CPA/Law Forum of Illinois
• Indiana State Medical Association
• National Society of Accountants
• The Orthopedic Surgeon Income Symposium
• Ohio State Medical Association
• California Association of Emergency Physicians
• PAHCOM, BONES, and TXMGMA
• CNBC Open Exchange, contributor
• MI, OH, IN and KY CPA Societies
• The National Funeral Home Directors Association
• Mid-America Orthopedic Association
• Academy of Medicine, Cincinnati
• Society of Financial Services Professionals

Professional Journals and Published Articles

• Physician Money Digest
• Financial Planning Magazine
• Life Insurance Selling
• Strategic Orthopedics
• Physician News Digest
• Money Digest OB/GYN Newsletter
• Today’s CPA
• American Urological Association News
• Orthopedics Today
• The Rake Report, Price Waterhouse
• Anesthesiology News
• Indiana Bar Journal
• Strategic Orthopedics
• CPA Journal National Underwriter
• Insurance Selling Magazine
• MD Life Magazine

Education

Roccy received his B.S. degree from Embry Riddle Aeronautical University (where he also received his commercial pilot’s license) and his J.D. from Valparaiso University School of Law. Roccy is licensed to practice law in Michigan (inactive license in Indiana).