Surf City Financial Group - Huntington Beach, CA
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If WHAT you thought to be true about money wasn't,
when would you want to know?

find out now

We find the money

We Find the Money - Financial Planning in Sunset Beach, CA
When it comes to finances, there are many commonly held beliefs that are simply not true. For example, many people think the only way to improve their savings is....(Read More)

what keeps you up?

What Keeps You Up at Night? - Financial Planning in Sunset Beach, CA
Are there any financial issues keeping you up at night? We have created a survey that is designed to help you outline the situations that are affecting your life...(Take the Survey)

Financial videos

Financial Videos - Financial Planning in Sunset Beach, CA
Surf City Financial Group offers a wide variety of interactive and informational videos that can be found within our video library. Topics such as if you're ready to...(View Videos)

about surf city financial group

Surf City Financial Group is a full-service financial firm committed to helping people pursue their financial goals. We have a very unique approach based on teaching our clients the efficiency of money versus chasing rates of return. When it comes to finances, there are many commonly held beliefs that are simply not true. For example, many people think the only way to improve their savings is to either get a greater return on their investments or cut back on some of their lifestyle expenses. Fortunately, there is another way. 
Most financial institutions want you to believe that buying their latest financial product will cure your financial problems. In reality, while products are necessary and do play a role, the process is much more important. By learning and implementing key financial strategies, you may be able to increase your future wealth AND your lifestyle at the same time. This is accomplished by eliminating money that you may be transferring away unknowingly...(Read More)

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why us?


Our Unique Process
Club vs. Swing Approach
Focus on Transferred Wealth

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Surf City Financial Group
15205 Springdale St.
Huntington Beach, CA 92649

Phone: 714.377.1400
Fax: 714.377.1401

Team@SurfCityFinancialGroup.com

© 2015 Surf City Financial Group. All rights reserved.
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