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Interview with Voyage LA

4/9/2018

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Late last year, Brian was approached by Voyage LA to do an interview about our college planning process services.  Today, we'd like to share with you a link to that article. You'll find a link to the full interview below, but here's a preview. 

"So, before we jump into specific questions about the business, why don’t you give us some details about you and your story.

I began my career in financial services as an agent for Group and Individual Medical Insurance with Surf City Insurance Services, Inc. Working with individuals and business owners on something as basic as health insurance planning, I realized the impact a bad decision could have on people. I was successful and built up quite a book of clients who trusted me to understand the contracts, understand their needs, and guide them to the best fit for their needs, only using contracts I knew were sound choices.
Interacting with so many different people, I realized how even a very intelligent person could get led to less-than-perfect decisions. People get busy, people are susceptible to marketing campaigns, prospectuses may be given, but were often not clearly understood. In essence, what many people didn’t readily understand about money.
Including not understanding financial products. I always want what is in my client’s best interest. As I expanded my knowledge into full blown financial advising, especially retirement plans, I would run into folks who were closing in on retirement but they had this problem: Children getting ready to go to college. "


voyagela.com/interview/meet-brian-zeek-surf-city-college-planning-huntington-beach/

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Marina High School Students Rock!

4/26/2013

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We had a great time Meeting and Greeting students from Marina High School on Tuesday at their annual College Fair. They are so full of life and optimistic about the future! It was a great event with lots of colleges, college prep services, and military options represented. Everyone got into the spirit of the event - How many pull-ups did you do? ...Bubbles anyone?  - on that beautiful afternoon. A special "Thanks!" goes out to Don Bui who organized and arranged the event. That's a lot of work( - and everything came off without a hitch. We're looking forward to representing again next year!
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College Fair at Marina High School!

4/17/2013

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We here at Surf City are excited to be a part of Marina High School's upcoming College Fair! We'll be on campus from 11:00 to 1:00. We'll have some goodies to give away and will share some tips with every student who visits our booth. So to all you Marina High School students out there:  Swing by and say, "Hello!" We're looking forward to a fun and inspirational time!
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Coming Soon!

1/2/2013

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