ROCCY DEFRANCESCO, JD
Roccy M. DeFrancesco, Jr., JD, is the Founder of The Wealth Preservation Institute (www.thewpi.org), the creator of the Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™), Certified Medicaid Planner (CMP™) designations and the Co-Founder of the Asset Protection Society. 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 both Indiana and Michigan. Roccy is the author of Bad Advisors: How to Identify Them; How to Avoid Them©, Retiring Without Risk©, The Home Equity Management Guidebook©, The Doctor’s Wealth Preservation Guide©, The Home Equity Acceleration Plan (H.E.A.P.)©, and the editor of a book titled: Wealth Preservation Planning: A “Team” Approach© by The National Society of Accountants.
The vast majority of investors take far too much risk when investing in the stock market. I believe investors should only take as little risk as is necessary to achieve their investment goals. In order to do this, readers need to understand investment risk which is covered extensively in Chapter 2 of this book.
Roccy DeFrancesco, JD, CWPP™, CAPP™, CMP™
Roccy has been keynote speaker at many financial and legal events. Send us a message with your dates.
Roccy has lectured for the Indiana State Medical Association, Ohio State Medical Association, Academy of Medicine of Cincinnati, Mid-America Orthopaedic Association, the MI, OH, IN, and KY CPA Societies, the Orthopedic Surgeon Income Symposium, the Indiana Continuing Legal Education Forum, PAHCOM, BONES, the American Academy of Medical Management, TXMGMA, Association of American Physicians and Surgeons, the Michigan Orthodontics Association, the National Funeral Home Directors Association, Society of Financial Services Professionals, CPA/Law Forum of Illinois and the Elon University Love School of Business, the Society of Financial Service Professionals, National Association of Accountants on advanced asset protection, income and estate tax reduction and overall cost reduction issues for the medium-to-small business owner.