Michael J. Welch

The Michael J. Welch, CLU, ChFC State Farm office opened in 2017 to serve customers in Roseville and surrounding Placer County with their insurance and financial service needs. Michael J. Welch, CLU, ChFC began his career in the insurance and financial services industry after graduating from Loyola Marymount University in 2005 with a degree in Business Finance. With more than a decade of experience in the industry, Michael firmly believes that knowledge is the key to a successful financial future. In 2009 Michael successfully earned the prestigious CLU and ChFC designations. The CLU (Chartered Life Underwriter) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The ChFC (Chartered Financial Consultant) designation focuses on the organized way to collect and analyze information on a customer's financial situation; to help customers identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their customers. Through personal commitment, professional associations, accreditations and continuing education, Michael has worked tirelessly to establish the reputation as a respected professional, while gaining the trust of his customers.

Michael is a member of the Sacramento Estate Planning Council and the National Association of Insurance and Financial Advisors (NAIFA). The Sacramento Estate Planning Council is an interdisciplinary group of professionals who help customers with wealth management and transfer issues. For over 60 years, the council has provided a forum for members in several professional categories to learn about estate planning and administration in a collegial environment. The National Association of Insurance and Financial Advisors (NAIFA) is a nonprofit group that works on behalf of its members to promote a favorable regulative environment, provides professional education services and ensures ethical professional conduct for insurance and financial advisors.

Michael resides in Carmichael, CA and enjoys playing golf, tennis and leading an active lifestyle. Michael and his team look forward to being a continued resource for their personal and business customers and they welcomes the opportunity to be of service.