Wyatt Lewis
Wyatt E. Lewis is a Financial Advisor with Lewis Financial, holding FINRA Series 7 license through LPL Financial and his 66 through Lewis Financial, LLC .
A proud Banana Slug, Wyatt earned his B.A. in Economics from the University of California, Santa Cruz. Before joining his father in the financial services industry in 2003, he worked in corporate finance, developing leasing programs for some of Silicon Valley’s leading telecommunications and software companies.
At Lewis Financial, Wyatt oversees many aspects of day-to-day operations, client service, and marketing. His responsibilities include building and maintaining client relationships, conducting research on financial products and investment strategies, and communicating timely updates to clients.
A Central Coast native, Wyatt lives in Atascadero with his son and daughter. He enjoys surfing, camping, golfing, hiking, and yoga, and especially loves coaching his kids’ soccer and softball teams.