Learn about our upcoming events! 

Welcome to Surf My Benefits!

A division of Surf City Financial Group dedicated to providing you with a strategic, well thought out approach to health insurance. 

How Can We Help You Today?


  • Individual Health Plan

    Want to get a custom quote for you and your family?

  • Group Health Plan

    Want a benefit package that provides the most for your money?

  • Senior Health Plan

    Turning 65 years old in the next 6 months or need help with medicare?

  • Dental Plan

    Want to find a dental plan
    that will keep you smiling?

  • Travel Insurance

    Planning a trip and want to be covered when you are away?

  • Short-Term Plans

    Need coverage while you transition to a new medical plan?

What Our Clients Are Saying...

Nicole has been great to work with in regard to my insurance needs. She is very customer service oriented and remains positive in working through the mire of an ever-changing insurance environment. I always recommend Nicole to others who may be in need of help with their insurance. Two Thumbs Up!!!

Sheri Snyder

Chaplain at Pacific Youth Correctional Ministries

We have been with Surf City for over 2 years and we are blessed to have been referred to them. They have helped us put together our first employee benefits package and have continued to help us improve it over the years. They are thorough, clear, and very informative. They go above and beyond their work to meet our needs. Dee Dee is an expert and wealth of information. We definitely recommend them to anyone.

Nancy R.

Los Angeles, CA

Upcoming Events


Book Signing Events:

 

Join HBNC's very own DeeDee Brooks and her partner Brian Zeek for a signing event for their well received book "There's More To Financial Planning Than Financial Planning"

When: Saturday, November 10th at 11:00am 

Where: Barnes & Noble in Huntington Beach 

Bella Terra
7881 Edinger Ave. #110
Huntington Beach, CA 92647
714-897-8781 


Don't miss this chance to wish DeeDee & Brian success with their new venture and maybe learn how to tune up your very own financial plan.  We also will be providing chocolate treats and special goodies for all attendees!

 

College Planning Workshops:

Workshop details coming soon!

The Surf City Financial Group Team


Brian Zeek, CLTC RICP CSA CCFS® ELA

CEO & Founder - Wealth Strategist, Entrepreneur, Visionary Leader, and Author

Brian’s emphasis as founder of Surf City Financial Group (SCFG) has always been about efficiency, eliminating losses, and overseeing one’s own money.   He is adept at finding the money you may be giving away unknowingly and unnecessarily.  Throughout the years, he has proven to have a gift at understanding the way by which various financial products resonate with each other so as to maximize their effectiveness to individual personal financial planning. Brian is a Wealth Strategist, and his passion is to help others find their Wealth Plan and Protection through the Circle of Wealth Concept. He has been in business, as an entrepreneur, since 2003.
 

Dee Dee Brooks, RHU REBC CFCI

EVP – Benefits Specialist, Entrepreneur, Strategic Planner, and Author

Dee Dee’s work background is extensive, from academia to law to Strategic Planning for a Fortune 50 Company.  She holds multi-state licenses, and brings her expertise in ERISA, plan formation, and wealth management to the organization.  The phone rings often with call-ins to ask her to solve a mystery that other planners may not be able to help with. She has been in the Life and Health Industry since 1994. Her passion is to help people retire with a peace of mind in accordance with a Holistic Planning Roadmap.

 

Nicole Seibert, PHR

COO

Nicole has the technical skills to be a planner in her own right, but, since 2003, she has taken the helm at Surf City Financial Group (SCFG) to lead client and vendor relations.   She helps clients through every step of their affiliation with the organization.  She is the consummate professional, and we are proud and fortunate to share her commitment to excellence in every facet of planning and plan execution.
 

Adriana Lugo, MBA

Controller

Adriana has over 20 years’ experience in managerial positions, and, with her husband, runs Hispanic Services of America, Inc.  In her capacity as Controller at Surf City Financial Group (SCFG), she has lent her services in the fields of Accounting and Administrative Structure to our small business clients.

 

Sarah Estabrook

Administrative Liaison

Sarah started with Surf City Financial Group (SCFG) in 2015, having worked at Hoag Hospital and in health insurance claims management previously.   She is recently licensed, and is moving from purely administrative tasks to working with the planners directly in order to make the online course experience as meaningful as possible for the attendees.   
 

Duke Young, MA AAMS CRPC® CCFS® ELAPh.D. Candidate – Organizational Leadership

Director, Surf City College Planning (SCCP)

We are pleased to have Duke Young, an educator and a consultant for Surf City College Planning (SCCP).  With his decades of working experiences within the diverse fields of college admissions, communications, media, marketing, and financial services, Duke brings a wealth of knowledge, along with his desire to make a difference within the community at large, especially as an organizational development specialist. He has been in the field of education and retirement planning since 1997.

 

Clement Tagle, III, BA GRI   J.D. Candidate - Jurisprudence

Associate Director, Surf City College Planning (SCCP)

In addition to his service to Surf City College Planning (SCCP) as the Associate Director of College Planning, Clement serves as the Director of Finance for the UCLA Pilipino Alumni Association (UCLA PAA).  An experienced financial services professional, he holds a real estate broker license and a life, accident, and health insurance producer license.  He is also a published author and published editor, with his publications being marketed all over the world.   Clement is an SAT teacher employed by the Educational Testing Service (ETS) with over 15 years of SAT & ACT teaching and college consultancy experience.

Frequently Asked Questions

Should I reevaluate my life insurance policy?

When can I apply for health insurance?

What do I need to do to transition to Medicare if I am turning 65?

Want to speak to a Health Insurance Specialist and get a custom insurance quote?


SurfCityFinancialGroup.com
15205 Springdale St. Huntington Beach, CA 92649

Phone: 800-214-PLAN(7526)  Email: Team@SurfCityFinancialGroup.com