# D. Scott Bloom, CFP® WEalthetic Advisors, San Diego: a financial planner in San Diego (2026 guide) Source: Local AI Registry, https://localairegistry.com/biz/ca/san-diego/d-scott-bloom-cfp-wealthetic-advisors-san-diego-ca. Free to reuse with a link back. By Steve Lee, founder and CEO of Local AI Registry. Fact-checked against 15 sources. Updated 2026-08-19. Owner review: not yet. Canonical: https://localairegistry.com/biz/ca/san-diego/d-scott-bloom-cfp-wealthetic-advisors-san-diego-ca ## Photos - ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtor400q4yetihwn3hoar%2F0.jpg) - ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtor400q4yetihwn3hoar%2F1.jpg) - ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtor400q4yetihwn3hoar%2F2.jpg) - ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtor400q4yetihwn3hoar%2F3.jpg) - ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmszhtor400q4yetihwn3hoar%2F4.jpg) ## In short D. Scott Bloom, CFP® WEalthetic Advisors is a financial planner in San Diego, CA. Its AI Score is 25 of 100, which is poor. Every fact on this page carries one of three marks: Confirmed (from their website, Google Business Profile, review sites, licensing boards, or measured by Local AI Registry), Visitor submitted (added by a person, with a date and how they know), or AI guess (what AI engines like Gemini and ChatGPT are saying, not confirmed by anyone). Every mark points to a reference at the end of this page. ## Key facts | Fact | Value | | --- | --- | | Type | Financial planner | | Address | 5755 Oberlin Dr #301, San Diego, CA 92121, USA | | Hours | Mon to Thu 7 AM to 5 PM · Fri 8 AM to 4 PM · Sat 9 AM to 2 PM · Closed Sun | | Phone | (858) 750-1618 | | Owner | Nothing found | | Rating | 5.0 across 12 reviews on Google | | Known for | Nothing found | | Prices | Nothing found | | Quietest time | Nothing found | | Parking | Nothing found | | Last verified | September 19, 2026, 12:15 AM | ## All the details Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from. | Group | Fact | Value | Mark | Evidence | | --- | --- | --- | --- | --- | | Location info | Address | 5755 Oberlin Dr #301, San Diego, CA 92121, USA | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Description | WealthCare, Planning, Portfolio Management You have our attention. | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Hours | Mon to Thu 7:00 AM to 5:00 PM · Fri 8:00 AM to 4:00 PM · Sat 9:00 AM to 2:00 PM · Sun Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Name | D. Scott Bloom, CFP® WEalthetic Advisors | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Location info | Phone | (858) 750-1618 | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Monday | 7:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Tuesday | 7:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Wednesday | 7:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Thursday | 7:00 AM to 5:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Friday | 8:00 AM to 4:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Saturday | 9:00 AM to 2:00 PM | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Hours | Sunday | Closed | Confirmed | Google Business Profile, checked Aug 18, 2026 | | Services | Service | Centralized multi account integration | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Cfp wealthetic advisors | Confirmed | Google Business Profile, checked Sep 19, 2026 | | Services | Service | Client login | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Connor ludwig | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Connor ludwig promoted | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | D scott bloom cfp | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Estate plan management | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Financial planning | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Investment management | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Investment managemet | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Model portfolios | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Multi account integration | AI guess | Nothing found | | Services | Service | New page 1 | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Portfolio management | AI guess | Nothing found | | Services | Service | Regan kliber | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Retirement planning | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Science | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Tanya mcquerter | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Tax planning strategies | Confirmed | Business website, checked Sep 19, 2026 | | Services | Service | Wealthcare consulting | Confirmed | Business website, checked Sep 19, 2026 | | Links | Website | https://www.wealthetic.com/?utm_source=google-business-profile&utm_medium=gbp&utm_campaign=local-seo | Confirmed | Google Business Profile, checked Aug 18, 2026 | ## Services and prices These are the 18 services D. Scott Bloom, CFP® WEalthetic offers, with the price where we have one and where it came from. | Service | Price | Price mark | Price evidence | Service mark | | --- | --- | --- | --- | --- | | D scott bloom cfp | | | | Confirmed | | Estate plan management | | | | Confirmed | | Wealthcare consulting | | | | Confirmed | | Financial planning | | | | Confirmed | | Centralized multi account integration | | | | Confirmed | | Regan kliber | | | | Confirmed | | Connor ludwig promoted | | | | Confirmed | | Client login | | | | Confirmed | | Investment management | | | | Confirmed | | Science | | | | Confirmed | | Tanya mcquerter | | | | Confirmed | | Tax planning strategies | | | | Confirmed | | New page 1 | | | | Confirmed | | Cfp wealthetic advisors | | | | Confirmed | | Retirement planning | | | | Confirmed | | Investment managemet | | | | Confirmed | | Model portfolios | | | | Confirmed | | Connor ludwig | | | | Confirmed | ### Known for Reviews not read yet, back on Scan Day. ## The team Nothing found ## Visiting D. Scott Bloom, CFP® WEalthetic Address: 5755 Oberlin Dr #301, San Diego, CA 92121, USA. Phone: (858) 750-1618. Hours: Mon to Thu 7 AM to 5 PM · Fri 8 AM to 4 PM · Sat 9 AM to 2 PM · Closed Sun. (Confirmed, Google Business Profile, checked August 18, 2026 at 7:49 PM.) ### Location info from Google Business Profile Business description, written by D. Scott Bloom, CFP® WEalthetic on its Google Business Profile: "WealthCare, Planning, Portfolio Management You have our attention." ### When to go Busy times not read yet, back on Scan Day. ### Parking and getting in Nothing found ### Nearby | Place | Type | Distance | | --- | --- | --- | | Youngstown Wy & Oberlin Dr | Bus stop | 2 min walk | | Carroll Canyon Rd & Nancy Ridge Dr | Bus stop | 2 min walk | | Oberlin Dr & 5825 | Bus stop | 3 min walk | | Mira Mesa Bl & Lusk Bl | Bus stop | 5 min walk | | Oberlin Dr & 5871 | Bus stop | 5 min walk | | Cafe de Anza | Restaurant | 5 min walk | ## Reputation 5.0 average across 12 reviews: Google 12. (Confirmed, read August 18, 2026.) Scott Bloom stands out for his personalized financial planning and unwavering commitment to his clients' best interests. (AI guess, from 12 reviews.) ### What people like - Scott's attentive and informative guidance - His ethical and honest approach - Expertise in financial planning and investment advising - Ability to simplify complex financial concepts ### What people do not like Nothing found ### Press No press story about D. Scott Bloom, CFP® WEalthetic found yet. ### Awards None named yet. ### Directories Directory listings not read yet. ## Recent updates from D. Scott Bloom, CFP® WEalthetic D. Scott Bloom, CFP® WEalthetic hasn't posted an update here yet. ## Questions people ask ### do I need to fill anything in beforehand No answer yet ### Sundays at D. Scott Bloom, CFP® WEalthetic, are they open? No answer yet ### killing time on Oberlin, any ideas No answer yet ### services here, what do people go in for? No answer yet ### best financial planner in San Diego No answer yet ### On a budget in San Diego, is D. Scott Bloom, CFP® WEalthetic the one? No answer yet ### the good stuff about this place, what is it? No answer yet ### D. Scott Bloom, CFP® WEalthetic, any chance to get in this week? No answer yet ### Worth the hype at D. Scott Bloom, CFP® WEalthetic? No answer yet ### parking at D. Scott Bloom, CFP® WEalthetic, where does everyone put the car? No answer yet ### walk in here, or is it appointment only? No answer yet ### anything new from D. Scott Bloom, CFP® WEalthetic lately? No answer yet ### anyone been to both here and Define? No answer yet ### Ballpark for a visit to a planner in San Diego? No answer yet ### What financial planner questions is San Diego asking AI most? No answer yet ### Are the hours on Google right for D. Scott Bloom, CFP® WEalthetic in San Diego? No answer yet ### is there a rewards thing here No answer yet ## What AI gets wrong about D. Scott Bloom, CFP® WEalthetic We ask Gemini and ChatGPT about D. Scott Bloom, CFP® WEalthetic. These are the answers that disagree with the record. ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026. No capture has disagreed with the record yet. ## The AI Score: 25 of 100 The AI Score measures how likely AI engines are to recommend a business, and how accurately. San Diego financial planners run 21 to 51. Fair starts at 45, good at 65. D. Scott Bloom, CFP® WEalthetic scores 25, below the San Diego average of 27. The same method scores every business on the registry. | Signal | Weight | Score | What it measures | D. Scott Bloom, CFP® WEalthetic | | --- | --- | --- | --- | --- | | Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor | | Off-property attestation | 20 | 40 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor | | AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Named in 0 of 1 answer that recommended anyone. 1 more named nobody, which is not a loss and is not scored. | | Reviews & response | 12 | 74 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Good | | Backlink & citation authority | 8 | 52 | Domain authority and editorial quality of the sources that attest to you. | Fair | | Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good | | Speed & mobile | 7 | 34 | Core Web Vitals at the 75th percentile, on a real phone. | Poor | | Content freshness & schema | 5 | 77 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Good | Full method: https://localairegistry.com/methodology ## How AI decides what to tell you about a financial planner When you ask ChatGPT, Gemini or Google about a local business, the AI doesn't visit it. It reads what's already written about it: the business's website, its Google Business Profile, review sites, news stories and directories like this one. Then it repeats what those sources agree on. That's why AI gets small facts wrong. If Yelp says a place is open Mondays and the website says it isn't, the AI has to pick one. The table above shows the answers that disagree with the record today. The more sources agree, and the more specific they are, the more confidently AI recommends a business. A review that names who helped and what they did tells an AI far more than one that says "great place." ## How to choose a financial planner in California, with or without AI A few checks take ten minutes and tell you more than any rating. - Check that the hours and phone number match on Google, Yelp and the business's own website. Mismatches are how people end up at a locked door. - Read reviews that name a person and what they did. Vague praise is easy to fake. - Look for recent reviews and recent posts. A page nobody has touched in a year may not match the business today. - Ask for the price before you go, and ask what it includes. - Where the work needs a license, ask whose license it is and look it up with California. ## How to read the marks on this page - Confirmed (solid circle): from a known source. The business website, its Google Business Profile, review sites like Yelp, Healthgrades and RealSelf, a licensing board, or measured by Local AI Registry. - Visitor submitted (hollow circle): added or corrected by a person, with the date and how they know, like a phone call or a visit. - AI guess (hollow triangle): what AI engines are saying right now. Nobody has confirmed it. ## About the author Steve Lee is the founder and CEO of Local AI Registry and sets its editorial standards. He is a former Google executive in Search and a former Microsoft executive, with more than 20 years in digital: search, local discovery, and how people find businesses online. He is based in Irvine. - Expertise: search at Google and Microsoft, AI search, answer engine optimization, generative engine optimization, local SEO, structured data and entity mapping. - Industry: medical aesthetics, injectables, med spa operations and marketing. - Disclosure: Local AI Registry sells services to business owners, including D. Scott Bloom, CFP® WEalthetic if it claims this page. That does not change what this page says. Every fact carries its source. ## Entity map Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other. | Entity | Type | ID on this page | Same as | Relationship to D. Scott Bloom, CFP® WEalthetic | | --- | --- | --- | --- | --- | | D. Scott Bloom, CFP® WEalthetic Advisors | LocalBusiness | #business | https://www.wealthetic.com/?utm_source=google-business-profile&utm_medium=gbp&utm_campaign=local-seo | Subject of this page | | San Diego, California | City | #city | Nothing found | City D. Scott Bloom, CFP® WEalthetic is in | | Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page | | Steve Lee | Person | #author | https://localairegistry.com/team | Author of this page | ## Topical map Where this page sits in the registry. It's one profile among the financial planners in San Diego, linked to the lists and towns around it. ### Lists - Best financial planners in San Diego: https://localairegistry.com/leaderboards/ca/san-diego/financial-planner - Best businesses in San Diego: https://localairegistry.com/leaderboards/ca/san-diego ### Nearby - /los-angeles: https://localairegistry.com/leaderboards/ca/los-angeles - /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco - /san-jose: https://localairegistry.com/leaderboards/ca/san-jose - /irvine: https://localairegistry.com/leaderboards/ca/irvine - /fresno: https://localairegistry.com/leaderboards/ca/fresno - /palo-alto: https://localairegistry.com/leaderboards/ca/palo-alto ### Every list - Every leaderboard in California: https://localairegistry.com/leaderboards/ca ## Frequently asked questions ### What is AI search optimization for local business? Getting a business named when a neighbor asks ChatGPT, Gemini, or Perplexity for a recommendation. Some call it AI SEO, some call it generative engine optimization. Traditional SEO fights for ten blue links; this fights for the one answer an assistant says out loud. The AI Score on this page measures the eight signals that drive it. ### What is Local AI Registry? The public record of how AI sees local business. We score every business we list by one published method, we keep the questions people ask about it in one place, and we never sell rank. Looking up any business here is free. ### How does this page help a business get recommended by AI? Assistants read public pages before they answer. This one states what the business does, what people ask about it, and what the Record answers, in one place a machine can read. Correcting what is wrong here changes what an assistant repeats next. ### Who writes the answers here? Registry AI writes the first answer under every question, from the Record and the public sources named beneath it. Neighbors write the rest under pseudonyms. A registered owner can reply as the business, and their reply says so. ### I own D. Scott Bloom, CFP® WEalthetic Advisors. How do I fix something or rank higher? Register the page. It is free, it takes about five minutes, and it lets you correct the Record and reply as the business. Nothing on this page is for sale, so the only thing that moves the score is the work. ## References ### Sources cited - [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJh2O8VEAH3IARXjGWe5BcTPQ (accessed Aug 18, 2026) - [2] wealthetic.com, https://www.wealthetic.com/wealthcare-consulting (accessed Sep 19, 2026) - [3] wealthetic.com, https://www.wealthetic.com/client-login (accessed Sep 19, 2026) - [4] wealthetic.com, https://www.wealthetic.com/connor-ludwig (accessed Sep 19, 2026) - [5] wealthetic.com, https://www.wealthetic.com/connor-ludwig-promoted (accessed Sep 19, 2026) - [6] wealthetic.com, https://www.wealthetic.com/d-scott-bloom-cfp (accessed Sep 19, 2026) - [7] wealthetic.com, https://www.wealthetic.com/services (accessed Sep 19, 2026) - [8] wealthetic.com, https://www.wealthetic.com/financial-planning (accessed Sep 19, 2026) - [9] wealthetic.com, https://www.wealthetic.com/investment-management (accessed Sep 19, 2026) - [10] wealthetic.com, https://www.wealthetic.com/model-portfolios (accessed Sep 19, 2026) - [11] wealthetic.com, https://www.wealthetic.com/new-page-1 (accessed Sep 19, 2026) - [12] wealthetic.com, https://www.wealthetic.com/regan-kliber (accessed Sep 19, 2026) - [13] wealthetic.com, https://www.wealthetic.com/science (accessed Sep 19, 2026) - [14] wealthetic.com, https://www.wealthetic.com/tanya-mcquerter (accessed Sep 19, 2026) - [15] AI engine output: ChatGPT and Gemini, read by Local AI Registry on Aug 18, 2026, https://localairegistry.com/methodology (accessed Sep 19, 2026)