Jason Lohe

Jason Lohe, CSFP
Chartered Senior Financial Planner
CEO/President

Mr. Lohe began his career working in the professional sports world. He worked for Michael Jordan and Nike basketball, the San Jose Clash/Earthquakes of Major League Soccer, the Oakland A's baseball company and Octagon Football.

Jason Lohe is one of the few financial advisors in the country who is a Registered Player Financial Advisor with the National Football League Player's Association.

Before starting Safeguard Financial and Insurance Services, Mr. Lohe worked as a Financial Advisor for Morgan Stanley and with the AIG Advisor Group.

He holds a series 7, 66 and 24 registration as well as a California Life, Health, and Property and Casualty license.

Mr. Lohe belongs to the:
• NFLPA Financial Advisors program
• Sports Financial Advisors Association
• Financial Planning Association
• Association of Chartered Senior Financial Planners