The AIM Financial Consulting Group, Inc.

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The AIM Financial Consulting Group, Inc. Helping people achieve and maintain long term wealth while ensuring that financial goals and risk tolerances are maintained. CA insurance license #0670738

Dan Foster, AIF®, CFP®
Is an Investment Adviser Representative with Cetera Advisors LLC. He resides in San Diego, CA and a devoted father to 2 children. From the beginning he has always been a driven individual that concentrates on people helping them grow financially independent. He has always brought a family style relationship to his clients with attentiveness. And he brings 35 years of experience and knowledge of this to the table. He gives his full attention by sitting down with you, listens, ask questions and determine your individual financial goals-needs-your life priorities-your lifestyle and how you would perceive yourself in the future. And after considering resources will be able to detail a balanced, analyzed and realistic plan for you to meet those goals. Understanding how each financial decision a sensible plan can be created to accommodate any major unexpected financial event that may come along the way. For whatever individual persons needs are, he can accommodate you from the start of life investments like College - Educational plans. Bonds/stocks/Treasury Bills and Notes for supplement and Financial planning and Insurance for the later years of retirement. Investment Advisor Representative with and "Securities and advisory services offered through Cetera Advisors LLC (Doing business in CA as CFGA Insurance Agency), member FINRA/SIPC, a broker/dealer and Registered Investment Adviser. Cetera is under separate ownership from any other named entity.

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.
10/20/2026

Turning to coaches for advice is a smart thing to do. We'd like to be one of those coaches.

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Read the latest issue of Financial Watch here:
10/19/2026

Read the latest issue of Financial Watch here:

You can do everything right online and still end up on a spreadsheet you never agreed to be part of. In this month's Financial Watch, learn how to respond…

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate ...
10/19/2026

Earnings season takes center stage this week. Brian Klimke breaks down what investors should watch, including corporate guidance, earnings revisions, market breadth, and the latest signals from Cetera's weekly chartbook.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

Inflation isn’t loud. It slowly creeps in and chips away at progress.For professionals building wealth, staying proactiv...
10/19/2026

Inflation isn’t loud. It slowly creeps in and chips away at progress.

For professionals building wealth, staying proactive matters more than ever. Flexible budgets, strong systems, and intentional planning can make a real difference.

Explore these strategies to help protect your purchasing power in a world of rising costs.

Ever heard of a Roth 401(k)? Would one be right for you?
10/15/2026

Ever heard of a Roth 401(k)? Would one be right for you?

Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.

Retiring does not mean you’re done with your financial planning journey. By maintaining these six habits, you’ll be bett...
10/14/2026

Retiring does not mean you’re done with your financial planning journey. By maintaining these six habits, you’ll be better positioned to manage risks, adapt to changes, and feel confident about your future.

Build financial confidence and a fulfilling, secure retirement with habits that help protect your wealth and lifestyle.

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/12/2026

Healthcare in retirement can cost more than expected. Our article covers three often-overlooked expenses.

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San Diego, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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