Brian Zeek

Wealth Advisor

Brian began his career in financial services as an agent for Group and Individual Medical Insurance with Surf City Insurance Services. His goal has always been to find the very best options for his clients. Through his efforts, he discovered many financial missteps people routinely make, and he developed a keen interest in helping people be more efficient with their money.

To provide more comprehensive service, he educated himself in the special needs of his older clients, earning his Certified Long-Term Care (CLTC) and also his Certified Senior Advisor (CSA) qualifications. But he still saw the need to take a larger view in the effort to improve all of his clients’ long-term financial health. His research brought to light a planning strategy that is all about efficiency, eliminating losses and being in charge of one’s own money. After much study and training, he started Surf City Financial Group (SCFG).

It was a natural progression that a few years later the scope of services was once again broadened to include helping those with children approaching the college years. After all, putting children through college is the largest expense over the span of a few short years most families’ will ever face. Specialists in college planning and educational financing were added to the team and SCFG’s college planning division was launched - Surf City College Planning.

"I really believe that my ability to take concepts and put them into understandable, effective strategies for my clients is my greatest benefit."

Brian Zeek
Wealth Advisor

Schedule a free, no-obligation consultation

Whether you have been building wealth for years or are just starting out, I'd like to schedule a consultation with you to review your goals and customize a financial plan that is unique to your situation.

Phone: (714)377-1400

Email: Brian@SurfCityFinancialGroup.com

Website: http://www.surfcityfinancialgroup.com/