Roccy DeFrancesco, JD

Advisor's Expert

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Roccy M. DeFrancesco, Jr., JD, is the Founder of The Wealth Preservation Institute, the creator of the Certified Asset Protection Planner (CAPP™), Certified Medicaid Planner (CMP™) designations and is also 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.)©, Peace of Mind Planning: Losing Money is No Longer an Option©, 21st Century Attorney©, 21st Century Advisor©, Co-Author of The Divorce Planning Guidebook©, and is currently working on a new book titled: 5-Pillar Asset Protection.


He is also the Founder of the OnPointe Suite of software which included OnPointe Risk Analyzer, OnPointe Retirement Planner, OnPointe Email, OnPointe Landing Pages, and OnPointe CRM.


He has also authored a number of asset protection and wealth preservation articles that have been published in Michigan Bar Journal, 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, Producer’s Web, MD Life Magazine, and more.


He has also 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.

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