PROSPERITY SUMMIT
Presented By D. Scott Bloom, C FP®
Featured Presentation
Debunking the Misconceptions of Prosperity
April 17 @ 5:00 PM
5:00 PM
STUDIO MONEY
Scott Bloom is an economist and Managing Director of San Diego based investment firm WEalthetic LLC. Bloom and WEalthetic focus their work on applying the science of behavioral economics to financial decision making strategies developed for busy professionals and business owners. An author, speaker and financial commentator, Bloom is primarily credited for pioneering the concept of “holistic wealthcare”, a proprietary process that applies the principle that striving for financial metrics distracts us from our true intentions and devalues the effects of financial success.
Bloom contends the topic of “money” consistently evokes emotional and cognitive responses that are universally misunderstood and he cites his 27 years in the “client-facing” role of financial advisor as an immeasurably valuable experience observing predictable, recurring patterns of investor behavior. Decades observing investors’ reactions to capital markets fuels Bloom’s deep curiosity about the causal relationships leading to negative outcomes and drives him to improve the way his interactions with clients help them frame their own decision-making for optimal results.