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.
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Mr. Lohe belongs to the:
- NFLPA Financial Advisors program
- Sports Financial Advisors Association
- Financial Planning Association
- Association of Chartered Senior Financial Planners
Contact Jason Lohe
Alex S Chang, MBA
Senior Vice President Investments
Mr. Chang has worked in the financial industry since 1991. Prior to joining Safeguard, Mr. Chang worked on the bond desk for Bear Stearns New York Institutional team, and worked as a financial advisor for Merrill Lynch's Institutional and Global Private Client Group, and Morgan Stanley's Global Wealth Management Group.
Mr. Chang is a graduate of the University of California Berkeley Haas School of Business and has a MBA from the University of Southern California Marshall School of Business.
He holds a series 7, 66 and 31 registration as well as a California Life and Health license.
View Alex's Resume
Contact Alex Chang
R. Paul Morey
Registered Representative
Mr. Morey has worked in the financial services industry as both a Financial Advisor and a Registered Representative for over 20 years.
He holds a series 7 and 63 registration as well as a California Life and Disability insurance license. Mr. Morey is a Registered Representative of Cambridge Investment Research, Inc.
Mr. Morey began his career with Financial Network Investment Corporation a subsidiary of ING in 1983, and has joined Safeguard as a financial consultant.
Bart Gijbels
Consultant, Career Coach - Basketball
Bart is a member of Safeguard's Athlete Advisory Board, and functions as a career coach for our clients. As a former professional basketball player, Mr. Gijbels brings extensive knowledge and experience to the board.
Sean Gauthier
Consultant, Career Coach - Hockey
Sean is a member of Safeguard's Athlete Advisory Board, and functions as a career coach for our clients. Sean's career in Professional Hockey spanned over 15 years. During his career he became convinced that there was little to no real financial guidance for professional athletes. Upon his retirement from professional hockey, Sean entered the financial and insurance services business, in order to make a difference for both active and retired professional athletes.
Ed Goines
Consultant, Attorney
Ed is the former Vice President and General Counsel for the five-time NFL world champion, San Francisco 49ers. For the past 5 years, Ed directed the legal and business contractual matters for the 49ers, including negotiating the legal aspects of the team's sponsorship and broadcast media contracts, player contracts, and coaching and front office employment agreements. Ed also acted as a liaison to governmental officials, civic and community organization and served as the legal counsel to the team's non-profit and charity entity, the San Francisco 49ers Foundation.
Mark Cameron White
Consultant, Attorney
Mr. White represents emerging growth companies and investment funds on all matters relating to the formation, financing, growth and liquidity of technology-base enterprises. He represents and advises companies on a wide variety of transactional matters, including business and legal issues as they pertain to complex strategic and venture financing, acquisitions, and licensing and distribution arrangements.
Gary Lazarus
Consultant, Franchise Consultant
Mr. Lazarus is a franchise consultant working for Ascent Franchise Consulting an affiliate of Axxiom Franchise Advisors. Gary specializes in researching franchise opportunities and strives to match them to each individual client's unique needs, interest, and overall investment goals.
Chris Dingman
Consultant, Real Estate
The Dingman Group is a boutique powerhouse that specializes in matching client lifestyles, personalities and transitional needs with knowledgeable and experienced real estate experts free of charge. We realize that offering continued support is an integral part to our overall success and competitiveness as a service. Whether the need is to sell, purchase or lease a home our priority is to recommend a sound financial decision while providing the highest level of service and attention.
Ron George
Consultant, Mortgage
Ron is a Stanford graduate and an eight year veteran of the NFL. He held the position of Player Development Director for the San Diego Chargers and was the former director of the NFL Players Association's Financial Advisors Program.
Ron and his team have conducted educational seminars for every professional sports league including presentations at the NFL Rookie Symposium and the NBA Rookie Orientation.