Craig Welch, CFP®, CLU® in

Craig Welch, CFP®, CLU®

Examiner · DISC type sc
President at Long Road Risk Management Services
📍 Akron, Ohio, United States

Craig Welch is the President and Co-Founder of Long Road Risk Management Services, with over 20 years of experience in the life insurance industry. He holds several professional designations, including CFP® and CLU®, and earned a Bachelor of Science from The University of Akron. His expertise lies in creating wealth-safeguarding solutions for clients of fee-based advisory firms.

Residing in Hudson, Ohio, with his wife and three children, Craig is actively involved in his community. He dedicates his personal time to coaching youth sports and is an avid golfer. He also actively supports his alma mater, The University of Akron, through alumni events and fundraisers.

He co-founded Long Road Risk Management as a specialized joint venture to redefine the life insurance experience for financial advisors.

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Experience
15 Years
Current Role
President
Location
Akron, Ohio, United States
Personality Overview

How Craig shows up

Overcautious
Unexpressive
Process Oriented

The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Priorities

Topics Craig cares about

Insurance & Estate Planning
His entire career, including his previous role as a National Specialist at KeyBank, has been dedicated to insurance and estate planning strategies for private clients.
Wealth Protection
His firm's mission is to provide services for clients "seeking to safeguard their wealth," making it a core professional focus.
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Career

Work history

3-2018
President
Long Road Risk Management Services
4-2011 - 3-2018
Vice President
KeyBank
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1999 - 2004
Bachelor of Science - BS
The University of Akron
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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