Roccy DeFrancesco, JD, CAPP, CMP, CRCS⁠

I train advisors and build retirement planning software.

Experiences

Follow Roccy for more...

By using this service, you agree to the Terms of Service and Privacy Policy.

Roccy DeFrancesco, JD, CAPP, CMP, CRCS⁠

I train advisors and build retirement planning software.

Experiences

Follow Roccy for more...

Roccy DeFrancesco, JD, CAPP, CMP, CRCS⁠

I train advisors and build retirement planning software.

Experiences

Follow Roccy for more...

By using this service, you agree to the Terms of Service and Privacy Policy.

Roccy DeFrancesco, JD, CAPP, CMP, CRCS⁠

About

Experiences

The Wealth Preservation InstituteTrain advisors in asset protection planning

Founder@Registered Investment Advisory firmCo-own an RIA and an insurance marketing firm

President@OnPointe SoftwareBuilding the 5-minute retirement plan

The Wealth Preservation InstituteWrite 7 to 15-page plans for wealthy clients

Author@5-Pillar Asset ProtectionWrote a plain guide to protecting your assets

Manager@medical practiceSaved a 4-doctor clinic $35K in year one

B.S.@Embry-Riddle Aeronautical UniversityTraded a pilot's license for law school

Follow Roccy for more...

Roccy DeFrancesco, JD, CAPP, CMP, CRCS⁠

About

Experiences

The Wealth Preservation InstituteTrain advisors in asset protection planning

Founder@Registered Investment Advisory firmCo-own an RIA and an insurance marketing firm

President@OnPointe SoftwareBuilding the 5-minute retirement plan

The Wealth Preservation InstituteWrite 7 to 15-page plans for wealthy clients

Author@5-Pillar Asset ProtectionWrote a plain guide to protecting your assets

Manager@medical practiceSaved a 4-doctor clinic $35K in year one

B.S.@Embry-Riddle Aeronautical UniversityTraded a pilot's license for law school

Follow Roccy for more...

Roccy DeFrancesco, JD, CAPP, CMP, CRCS⁠

About

Experiences

The Wealth Preservation InstituteTrain advisors in asset protection planning

Founder@Registered Investment Advisory firmCo-own an RIA and an insurance marketing firm

President@OnPointe SoftwareBuilding the 5-minute retirement plan

The Wealth Preservation InstituteWrite 7 to 15-page plans for wealthy clients

Author@5-Pillar Asset ProtectionWrote a plain guide to protecting your assets

Manager@medical practiceSaved a 4-doctor clinic $35K in year one

B.S.@Embry-Riddle Aeronautical UniversityTraded a pilot's license for law school

Follow Roccy for more...

Roccy DeFrancesco, JD, CAPP, CMP, CRCS⁠

About

Experiences

The Wealth Preservation InstituteTrain advisors in asset protection planning

Founder@Registered Investment Advisory firmCo-own an RIA and an insurance marketing firm

President@OnPointe SoftwareBuilding the 5-minute retirement plan

The Wealth Preservation InstituteWrite 7 to 15-page plans for wealthy clients

Author@5-Pillar Asset ProtectionWrote a plain guide to protecting your assets

Manager@medical practiceSaved a 4-doctor clinic $35K in year one

B.S.@Embry-Riddle Aeronautical UniversityTraded a pilot's license for law school

Follow Roccy for more...