Founder of The Wealth Preservation Institute

Creator of the Certified Wealth Preservation Planner, CWPP™, Certified Asset Protection Planner, CAPP™, and Certified Medicaid Planner, CMP™ designation

Co-Founder of the Asset Protection Society

Author of:

–Bad Advisors: How to Identify Them; How to Avoid Them
–Peace of Mind Planning: Losing Money is No Longer an Option
–Retiring Without Risk
–The Home Equity Management Guidebook
–The Home Equity Acceleration Plan

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.

Lectures and Key Note 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 Association 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