Founder: The Wealth Preservation Institute
Co-Founder: The Asset Protection Society
378 River Run Dr.
St. Joseph, MI 49085
269-216-9978
roccy@assetprotectionsociety.org
Roccy is the creator of the Certified Wealth Preservation Planner (CWPP™) and Certified Asset Protection Planner (CAPP™) designations (www.thewpi.org).
He is on the editorial board for the CPA Wealth Provider.
He 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 and is “of counsel” for DeFrancesco Law Offices.
Roccy is the Author of The Doctor’s Wealth Preservation Guide© and the Editor of a book titled: Wealth Preservation Planning: A “Team” Approach©, by The National Society of Accountants.
He has also authored a number of advanced asset protection and wealth preservation articles that have been published in Orthopedics Today, The Rake Report by PriceWaterhouseCoopers, the CPA Journal, Strategic Orthopaedics, General Surgery News, Physician Money Digest, Physician Money Digest OB/GYN Edition, MD Life Magazine, Anesthesiology News, the Indiana Bar Journal, theOH CPA Newsletter, Financial Planning Magazine, Physician News Digest, American Urological Association News, Society of Financial Service Professionals, Today’s CPA, the New Hampshire Society of CPAs, Insurance Selling Magazine.
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.
He is also on the Law Practice Management Committee for the Indiana Bar Association, and is a contributor for the Financial Services Journal
http://www.financialcounsel.com
http://www.mommd.com and CNBC’s Open Exchange Program.