Athletes & Executives

Athletes & Executives

Ambassadors

Athletes & Executives
Ambassadors
Jason Lohe, CSFP
CEO, Game Plan Wealth Advisory

Jason Lohe began his career working in the professional sports business for Michael Jordan and Nike basketball, the San Jose Clash/Earthquakes of Major League Soccer, the Oakland Athletics of Major League Baseball and Octagon Football.  He then worked as a Financial Advisor for Morgan Stanley and with the AIG Advisor Group.  

Today, Mr. Lohe is the CEO/President of Safeguard Financial and Insurance Services and is a Registered Player Financial Advisor with the National Football League Player Association.  He holds a series 7, 31, 66 and 24 registration, as well as a California Life, Health, and Property and Casualty license, and is licensed in multiple states. 

Mr. Lohe’s professional affiliations include: NFLPA Financial Advisors program, Sports Financial Advisors Association, Financial Planning Association, Association of Chartered Senior Financial Planners.

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