Griffin Vehar in

Griffin Vehar

Energizer · DISC type I
Retirement Education Consultant at Gallagher
📍 Greater Cleveland, United States

Griffin Vehar is a Retirement Education Consultant at Gallagher, specializing in delivering financial education and driving plan adoption. His background includes roles as a Financial Advisor at Marcum Wealth and a Wealth Planning Analyst at UBS. He holds a Series 66 license and is an alumnus of Syracuse University.

He maintains a strong interest in financial markets and investment management trends, actively following industry leaders like Vanguard and The Wall Street Journal to stay informed on behalf of his clients.

A consistent high-performer, he has a track record of exceeding client retention, plan participation, and sales goals throughout his career.

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Experience
10 Years
Current Role
Retirement Education Consultant
Location
Greater Cleveland, United States
Personality Overview

How Griffin shows up

Believer
Full Of Energy
Relationship Oriented

They are naturally enthusiastic, so take their promise with a pinch of salt. They excel at seeing the bigger picture, and the long-term impact of their decisions. Unlike C or D types, they are vocal with their opinions but not so much with their questions.

Priorities

Topics Griffin cares about

Retirement Education
His current role is centered on creating and delivering customized financial education programs to enhance retirement plan participation and understanding.
Financial Planning
His past roles involved developing tailored investment plans and financial strategies for high-value clients at firms like Marcum Wealth and UBS.
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Career

Work history

4-2023
Retirement Education Consultant
Gallagher
7-2021 - 12-2022
Financial Advisor
Marcum Wealth
10-2019 - 7-2021
Retirement Education Specialist
Oswald Financial, Inc.
6-2015 - 8-2018
Wealth Planning Analyst
UBS
1-2014 - 6-2015
Account Executive
Stone Street Capital
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2009 - 2014
Bachelor's degree
Syracuse University
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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