Roccy DeFrancesco, smiling, wearing a blue checked shirt.

Roccy M. DeFrancesco, Jr., JD, CAPP, CMP, CRCS

  • Asset Protection Strategist
www.advisorsharewm.com

Roccy M. DeFrancesco, Jr., JD, CAPP, CMP, is the Founder of The Wealth Preservation Institute, Strategic Marketing Partners LLC, the OnPointe software suite, and is 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 Michigan (license inactive in Indiana).

Roccy is an educator and mentor to advisors and is known as a zealous consumer advocate. He has written numerous consumer and industry books including: Retiring Without Risk©, Bad Advisors: How to Identify Them; How to Avoid Them©, The Doctor's Wealth Preservation Guide©, Peace Of Mind Wealth Management: Losing Money is No Longer an Option©, The Home Equity Acceleration Plan, H.E.A.P©, 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), and Editor of The Medicaid Planning Guidebook. He is a lecturer and keynote speaker on asset protection for numerous professional organizations and has published articles in multiple professional journals.

Richard is an independent partner of AdvisorShare Wealth Management — see our disclosures for the full breakdown.

Meet the Rest of the Team