The WE in our firm’s name is capitalized- and for good reason. There is an emphasis on teamwork and applying our complimentary skillsets during all phases of your engagement with our firm, staff and partners. You should expect a higher level of genuine attention, curiosity and care from US than you can from any other advisor or firm. If you’re curious about why we believe this, please feel free to ask any of us. Or better yet, read some of our client reviews.
Meet Our San Diego Team
Due Diligence, Background Checks & Public Records
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SEC Investment Advisor Public Disclosure Report
DARREN SCOTT BLOOMFINRA BrokerCheck Public Disclosure Report
DARREN SCOTT BLOOM -
California Investment Advisor Representative (IAR) CRD#: 2928336
California Life Insurance Agent #0C25470 -
Uniform Investment Advisor Law Examination Series 65
Uniform Securities Agent State Law Examination Series 63
General Securities Representative Examination Series 7
General Securities/ Principal Examination Series 24
Securities Industry Essentials Examination SIE
Futures Managed Funds Examination Series 31 -
San Diego State University
BA Degree: Communications
Business Marketing MinorKaplan University
Financial Planning Certificate
What it is and why it works:
A disciplined approach to WEalth that subordinates quantitative metrics as the primary targets and measurement.
In other words, WEalthetic empowers you to strive for more than money in your financial decision making. Applying the Holistic WealthCare methodology to your process magnifies the value of every dollar earned, saved and invested.
Vision & Core Principles
D. Scott Bloom, CFP®
Economist | Certified Financial Planner®
In 29 years serving families and business owners, I’ve learned a career’s-worth of valuable lessons about our own human behavior and how we each struggle with complex decisions. Having to overcome my own challenges in self-reflection enables me to place a higher value on these insights with empathy for you and yours. You have my attention for a reason.
As the rules change faster than our ability to notice them and the reliability of free information is diminished, we need to rely on competent professionals in collaboration to delegate our most important strategic decisions. The stakes are higher than ever.
Core Principles:
Purpose-Driven Financial Planning: Prioritize financial decision making that supports your inherent intentions and life goals, rather than adhering strictly to numerical targets.
Mindful Wealth Management: Cultivate awareness of how financial metrics influence behavior, recognizing and addressing the subconscious forces that may divert attention from personal well-being.
Balanced Decision-Making: Strive for a harmonious balance between financial objectives and other aspects of life, such as health, relationships, and personal fulfillment.
Resilience in Information Overload: Develop strategies to navigate and filter the overwhelming amount of financial information, allowing for confident and informed decision-making.
Background, Licensure, Certifications, Education & Employment HistorySEC Investment Advisor Public Disclosure Report DARREN SCOTT BLOOM
FINRA BrokerCheck Public Disclosure Report DARREN SCOTT BLOOM
CERTIFIED FINANCIAL PLANNER®
CFP® Board of Standards Professional Profile D. SCOTT BLOOM, CFP®
Verify a CFP® Professional, Certification & Background D. SCOTT BLOOM
State Licensing
California Investment Advisor Representative (IAR) CRD#: 2928336
California Life Insurance Agent #0C25470
Financial Industry Exams
Principal/ Supervisory Exams:
General Securities/ Principal Examination Series 24
General Industry/ Product Exams:
Securities Industry Essentials Examination SIE
Futures Managed Funds Examination Series 31
General Securities Representative Examination Series 7
State Securities Law Exams:
Uniform Investment Advisor Law Examination Series 65
Uniform Securities Agent State Law Examination Series 63
Google Business Profile, Client Reviews & Testimonials D. SCOTT BLOOM, CFP®
ABOUT WEalthetic LLC
Federal & State Regulatory Filings, Disclosures & Corporate Statements
SEC Investment Advisor Firm Summary WEALTHETIC LLC
Form ADV Part 2A – Firm Brochure WEALTHETIC LLC
Scott Bloom Announces Launch of RIA Firm WEalthetic LLC PRESS RELEASE
California Secretary of State Statement of Information WEALTHETIC LLC
Our learning experience continues to expand with a disciplined approach to listening and an attentive curiosity of what is actually being communicated. Paying attention to these differences and the patterns of diverging words and actions helps us in a variety of ways.
Why Holistic WealthCare?
Financial institutions say they serve their clients’ best interests. But when the curtain is pulled back and we cite corporate charters, bylaws as well as federal and state laws, actions point to their authentic intentions: Shareholders’ interests legally come first, outranking client and employee interests. The rise of ESG and stakeholder governance are disingenuous gimmicks at best and corporate malfeasance at worst: Three recent court cases/ settlements validate this claim: Craig v Target (2024), American Airlines and BlackRock ESG Investment Case (2025) and BlackRock and Tennessee ESG Settlement (2025).
Alas, when an insurance company, bank or Wall St. firm claims to put your interests first, the only time they’re being honest is when you own their stock. Period.
We solve this problem and truly serve your best interests acting as your intermediary, protecting you from these bona fide conflicts while upholding our legal, fiduciary obligation to literally place your best interests first. Learn more about this by reading our disclosure statements.
