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.

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“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...

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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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