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D. Scott Bloom, CFP® WEalthetic AdvisorsFinancial advisor in San Diego, CA

D. Scott Bloom, CFP® WEalthetic Advisors is a financial advisor at 5755 Oberlin Dr #301, San Diego, CA 92121, ranked #25 of 63 wealth managers in San Diego and rated 5.0 from 10 Google reviews. Open Monday to Saturday.

Facts on this page come from public sources and the firm itself. They are not a recommendation and are not checked by any regulator. Check the firm’s registration and disciplinary history on Investor.gov or FINRA BrokerCheck (in Canada, the CSA National Registration Search) and read its Form CRS and Form ADV Part 2 brochure before you hire it.

San Diego, CAUpdated 0 paid placements in any rankingHow we rank

Call (858) 750-1618Website ↗

Key facts

Key facts about D. Scott Bloom, CFP® WEalthetic Advisors
Address5755 Oberlin Dr #301, San Diego, CA 92121Get directions
Phone(858) 750-1618
Websitewealthetic.com
HoursMonday to Thursday: 7 AM – 5 PM; Friday: 8 AM – 4 PM; Saturday: 9 AM – 2 PM
Google rating5.0 from 10 Google reviews

Specialties

Each specialty shows the evidence we matched it on.

  • Financial Advisorsmain specialtyGoogle main category
  • Financial PlannersGoogle main category
  • Wealth Managementbusiness name

Service area

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, Solana Beach, Poway, Encinitas, La Mesa, Santee, Lemon Grove, Coronado and El Cajon.

Based in San Diego, CAView on map

Opening hours

Opening hours for D. Scott Bloom, CFP® WEalthetic Advisors
DayHours
Monday7 AM – 5 PM
Tuesday7 AM – 5 PM
Wednesday7 AM – 5 PM
Thursday7 AM – 5 PM
Friday8 AM – 4 PM
Saturday9 AM – 2 PM
SundayClosed
  • Open evenings — no
  • Open Saturdays
  • Open Sundays — no

Questions about D. Scott Bloom, CFP® WEalthetic Advisors

How is D. Scott Bloom, CFP® WEalthetic Advisors ranked in San Diego?

D. Scott Bloom, CFP® WEalthetic Advisors is ranked #25 of 63 wealth managers in San Diego by RFA Score, with 67 out of 100 as of November 2026. The score weighs reputation, registration, review volume, recency, specialty focus, proximity, claimed profile and partnered. No business can pay to change its rank.

What are D. Scott Bloom, CFP® WEalthetic Advisors’ hours?

D. Scott Bloom, CFP® WEalthetic Advisors is open Monday to Saturday. Its listed hours are Monday to Thursday, 7 AM – 5 PM; Friday, 8 AM – 4 PM; Saturday, 9 AM – 2 PM. On Saturdays it is open 9 AM to 2 PM and closed on Sundays. Hours come from the business listing; holiday hours may differ.

What areas does D. Scott Bloom, CFP® WEalthetic Advisors serve?

Serves San Diego and 11 towns within 25 miles: Mira Mesa, La Jolla, Rancho Penasquitos, Solana Beach, Poway, Encinitas, La Mesa, Santee, Lemon Grove, Coronado and El Cajon. The list is based on the business's location and the usual service radius for financial advice. Confirm your address is covered when you call.

What do Google reviews say about D. Scott Bloom, CFP® WEalthetic Advisors?

D. Scott Bloom, CFP® WEalthetic Advisors has a rating of 5.0 from 10 Google reviews. The RFA Score adjusts the star rating for review count, so a high rating from a few reviews counts for less than the same rating from many.

How do I contact D. Scott Bloom, CFP® WEalthetic Advisors?

Call D. Scott Bloom, CFP® WEalthetic Advisors on (858) 750-1618. The business is at 5755 Oberlin Dr #301, San Diego, CA 92121. Its website is linked in the key facts on this page. Ask for the firm’s Form CRS and Form ADV Part 2 brochure before you sign anything.

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Compare nearby financial advisors

D. Scott Bloom, CFP® WEalthetic Advisors compared with nearby businesses
BusinessRankRFA ScoreGoogle ratingSaturdaySundayDistance away
D. Scott Bloom, CFP® WEalthetic Advisors (this business)—675.0 (10)YesNo
Tushaus Wealth Management#23675.0 (12)NoNo11.0 mi
Prosperity Private Wealth#24674.8 (23)YesYes6.9 mi
WealthChoice#26675.0 (11)NoNo14.4 mi

See all 63 ranked wealth managers in San Diego