Summary
Overview
Work History
Education
Skills
Timeline
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Christopher Wehrum

7608 Penwood Place, Columbus,OH

Summary

Aspiring financial planner with a strong foundation in consumer and family financial services, complemented by hands-on experience through the FinServ Foundation Fellowship. Passionate about helping individuals and families achieve financial clarity and long-term security. Skilled in client service, financial education, and personalized planning strategies. Committed to building trust and delivering solutions that align with clients' values and goals.

Overview

2
2
years of professional experience

Work History

FinServ Fellow Participant

FinServ Foundation
11.2024
  • As a FinServ Foundation Fellow, I am part of a national program designed to accelerate diverse talent into the financial services industry.
  • Through this experience, I’ve gained exposure to wealth management, financial planning, and investment advisory practices.
  • The fellowship includes mentorship from industry professionals, hands-on learning modules, and direct engagement with Registered Investment Advisors (RIAs) to better understand the tools, ethics, and client-focused mindset essential for success in the industry.

Promotions Assistant

WBNS The Fan 97.1 FM - Sports Radio
08.2021
  • As a Promotions Assistant, I support the planning and execution of fan-focused events that strengthen the connection between the station and its audience.
  • My role includes setting up and operating radio broadcast equipment/sets, ensuring seamless live transmissions, and interacting with local fans to create engaging and memorable experiences.

Automotive Enthusiast Advisor

Hagerty
06.2021 - 05.2023
  • As an insurance agent I specialized in providing tailored coverage for rare and valuable vehicles.
  • I was tasked with assessing the unique value of collector cars, crafting customized insurance plans that addressed specific risks associated with these prized possessions.
  • Guide clients through the intricacies of agreed value policies, ensuring that the vehicle's worth is accurately reflected in the coverage. In addition to offering risk management advice.

Education

Bachelor of Science - Consumer Family And Financial Services

The Ohio State University
12.2025

Skills

  • Customer service
  • Problem-solving skills
  • Excellent people skills
  • Microsoft office
  • emoney (certificate in progress)

Timeline

FinServ Fellow Participant

FinServ Foundation
11.2024

Promotions Assistant

WBNS The Fan 97.1 FM - Sports Radio
08.2021

Automotive Enthusiast Advisor

Hagerty
06.2021 - 05.2023

Bachelor of Science - Consumer Family And Financial Services

The Ohio State University

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