D. Scott Bloom, CFP® is the Founder and Managing Director of WEalthetic LLC, a San Diego-based Registered Investment Adviser and iScott.net. In 2018, as a seasoned economist, Bloom formally introduced his proprietary Holistic Wealthcare™ doctrine, an integrated philosophy that expands traditional financial planning beyond financial metrics to encompass the valuation of behavioral, personal, and life-impact dimensions of wealth. This framework emphasizes that “wealth” is ultimately measured by improvements in overall quality of life, not merely portfolio returns.

A CERTIFIED FINANCIAL PLANNER® professional since 2010, Scott has nearly three decades of uninterrupted experience advising executives, business owners and their families through complex financial decisions. His career includes leadership and advisory roles with major institutions, including Morgan Stanley, Merrill Lynch, JPMorgan Chase, and LPL Financial, before establishing his fiduciary advisory firm WEalthetic.

Scott’s professional background includes securities and investment advisory registrations spanning Series 7, 24, 31, 63, and 65, together with California insurance licensing in life, health, disability, long-term care, and variable products. Throughout his career he has remained committed to a fiduciary standard centered on objectivity, independence, and evidence-based planning.

Today, through WEalthetic LLC and iScott.net, Scott continues to refine and advance his Holistic Wealthcare™ doctrine, helping clients integrate investment management, retirement income planning, tax strategy, risk management, estate considerations, and behavioral decision-making into a unified long-term wealth strategy designed to support both financial security and personal fulfillment.