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Our Talent Team
Brian Zeek, CEO CLTC CSA RICP CCFS ELA
Senior Financial Adviser
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.
Nicole Seibert
General Manager
Nicole has been the standard for exceptional customer support and guidance for the ten years she has been affiliated with us. A born leader, and a skilled tactician, she is also the parent of school age children and keenly aware of the challenges that parents face making these family decisions. Nicole maintains our firm's high standards and can be called upon at any time should you require any compliance or contractual questions. PS: She has sent herself in for College Planning training just to add to her knowledge base.
Sarah Estabrook
Administrative Assistant
Sarah is new to the world of financial and college planning, but has been working in the healthcare setting for over 6 years,
dealing primarily with health insurance. Sarah has recently obtained her insurance license to help to better serve our clients.
Sarah enjoys helping people, and strives to do whatever she can to make others’ lives easier, and less stressful.
She is a Southern California native, and currently resides in the Huntington Beach area. In her free time she enjoys seeing live performances of both music and theatre, and working at her local community theatre as a stage manger for their youth productions.
Clement Tagle III, BA, CCFS®, ELA™
Director, College Planning
J.D. Candidate – Jurisprudence
The Director of College Planning at Surf City College Planning (SCCP), CLEMENT “CT” TAGLE III is also a community leader. He is a Reader/Rater for the company directly involved with the development of the Official SAT standardized examination, where he has also worked with other major American standardized examinations, including the California Assessment Science Test (CAST) and the State of Texas Assessments of Academic Readiness (STAAR). He is a Veteran of the AMERICORPS program. He is also a former Volunteer for the California Mentor Program. He is also formerly the Director of Finance for the UCLA Pilipino Alumni Association. He is a Board Director for the Filipino American Chamber of Commerce of Greater Los Angeles (FACCGLA) and the Filipino American Chamber of Commerce of Orange County (FACCOC). He has published a book, which is currently for sale in the United States, the United Kingdom, Spain, France, Canada, South Africa, Australia, Sweden, Germany, Japan, India, Belgium, Norway, Brazil, Mexico, and the Netherlands. The publication has been selected to participate in the esteemed Tucson Festival of Books. He is also a Recipient of a Certificate of Partnership with the Ronald Reagan Presidential Foundation.
Brian Zeek, CEO CLTC CSA RICP CCFS ELA
Senior Financial Adviser
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.
Nicole Seibert
General Manager
Nicole has been the standard for exceptional customer support and guidance for the ten years she has been affiliated with us. A born leader, and a skilled tactician, she is also the parent of school age children and keenly aware of the challenges that parents face making these family decisions. Nicole maintains our firm's high standards and can be called upon at any time should you require any compliance or contractual questions. PS: She has sent herself in for College Planning training just to add to her knowledge base.
Sarah Estabrook
Administrative Assistant
Sarah is new to the world of financial and college planning, but has been working in the healthcare setting for over 6 years,
dealing primarily with health insurance. Sarah has recently obtained her insurance license to help to better serve our clients.
Sarah enjoys helping people, and strives to do whatever she can to make others’ lives easier, and less stressful.
She is a Southern California native, and currently resides in the Huntington Beach area. In her free time she enjoys seeing live performances of both music and theatre, and working at her local community theatre as a stage manger for their youth productions.
Clement Tagle III, BA, CCFS®, ELA™
Director, College Planning
J.D. Candidate – Jurisprudence
The Director of College Planning at Surf City College Planning (SCCP), CLEMENT “CT” TAGLE III is also a community leader. He is a Reader/Rater for the company directly involved with the development of the Official SAT standardized examination, where he has also worked with other major American standardized examinations, including the California Assessment Science Test (CAST) and the State of Texas Assessments of Academic Readiness (STAAR). He is a Veteran of the AMERICORPS program. He is also a former Volunteer for the California Mentor Program. He is also formerly the Director of Finance for the UCLA Pilipino Alumni Association. He is a Board Director for the Filipino American Chamber of Commerce of Greater Los Angeles (FACCGLA) and the Filipino American Chamber of Commerce of Orange County (FACCOC). He has published a book, which is currently for sale in the United States, the United Kingdom, Spain, France, Canada, South Africa, Australia, Sweden, Germany, Japan, India, Belgium, Norway, Brazil, Mexico, and the Netherlands. The publication has been selected to participate in the esteemed Tucson Festival of Books. He is also a Recipient of a Certificate of Partnership with the Ronald Reagan Presidential Foundation.