Vatorx2
Location: 2999 Oak Rd, Suite 120, Walnut Creek, California, United States United States
Founded in: 2005
Stage: Profitable
Number of employees: 1-5
Short URL: vator.co/safeguard-financial-and-insurance-services
Followers (3)
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Safeguard Financial and Insurance Services

We Safeguard your health and wealth
Startup/business
Walnut Creek, California, United States United States
http://www.safeguardfinancial.com
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Company description
Safeguard Financial and Insurance Services is a full service Financial Planning, Investment Advisory and Benefits firm. We have built a reputation on helping clients create, preserve, and protect wealth for their families and their businesses. Safeguard provides personalized solutions to help professional athletes, affluent business owners, executives, physicians and retirees to develop complex investment, retirement, financial, estate and employee benefit plans.
Team
  • Jason Lohe
    Jason Lohe | Team member
    Jason Lohe, CSFPChartered Senior Financial PlannerCEO/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 Oakl...