Meet Roccy
DeFrancesco.
Attorney, author, educator and founder of The Wealth Preservation Institute—and creator of the Home Equity Acceleration Plan (H.E.A.P.™).
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Education built around practical financial planning.
Roccy is the founder of The Wealth Preservation Institute and creator of the Certified Wealth Preservation Planner (CWPP™), Certified Asset Protection Planner (CAPP™), and Certified Medicaid Planner (CMP™) designations.
He earned his B.S. from Embry-Riddle Aeronautical University, where he also received his commercial pilot's license, and his J.D. from Valparaiso University School of Law. He has been licensed to practice law in Indiana and Michigan.
Turning complicated subjects into usable guidance.
Author
His books include The Home Equity Acceleration Plan, Bad Advisors, Retiring Without Risk, The Home Equity Management Guidebook, and The Doctor's Wealth Preservation Guide.
Professional Education
Through The Wealth Preservation Institute, Roccy has developed education focused on wealth preservation, asset protection and related planning disciplines.
Published Contributor
His articles have appeared in professional publications serving attorneys, CPAs, financial professionals and physicians.
A homeowner problem worth solving simply.
Roccy created H.E.A.P.™ as an easy-to-understand approach to mortgage acceleration, supported by software that lets homeowners model the strategy using their own financial information.
About H.E.A.P.™ →The emphasis is on helping homeowners understand what their existing dollars may be able to accomplish.
