About the Author
Roccy DeFrancesco, JD, CAPP, CMP
269-216-9978
roccy@financialliteracycourse.net

At heart, I’m a consumer advocate. By training, I’m an attorney (J.D. from Valparaiso University School of Law and licensed to practice in Michigan) and commercial pilot (B.S. degree from Embry Riddle Aeronautical University). I fell into my current role as an educator and mentor for advisors (CPAs, EAs, accountants, attorneys, financial planners, and insurance agents) by accident back in 2000. Since 2000, I’ve devoted myself to detailed research on topics, products, and concepts that affect a person’s wealth (positively or negatively). From that research, I’ve written a number of books and been a lecturer for advisor and consumer events.

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©
  • Asset Protection—The Wedge©
  • 21st Century Advisor©
  • 21st Century Attorney © (Co-Author)
  • The Divorce Planning Guidebook © (Co-Author)
  • Editor: The Medicaid Planning Guidebook©

Lectures and Keynote 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

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