Wyatt E. Lewis
Investment Advisor Representative
wyatt.lewis@lpl.com
Wyatt Lewis is a Financial Advisor with Lewis Financial, LLC, a registered investment advisor, holding FINRA Series 7 and Series 66 through LPL Financial.
Financial Advisor and business owner serving clients on California's Central Coast
About Wyatt
Wyatt moved from building leasing programs for Silicon Valley technology companies into financial services in 2003. After 20 years in the business, he became owner of Lewis Financial.
At Lewis Financial, Wyatt leads the firm's operations and its direction while working with clients on financial planning and investments. He researches financial products and investment strategies and shares his view of the financial outlook through timely client updates.
He earned his B.A. in Economics from the University of California, Santa Cruz, and is a proud Banana Slug.
Areas of focus
Financial planning: Helps clients plan with their goals and long-term priorities in view.
Investments: Researches financial products and investment strategies.
Investment management: Applies that research to the ongoing management of client investments.
Financial outlook: Shares timely updates so clients know what is changing and why it matters.
Thought leadership: Offers perspective and research to clients and the wider community.
Business ownership: Became owner of Lewis Financial after 20 years in the business and leads the firm today.
Corporate vision: Sets the firm's direction and the standard for how it serves clients.
Operations: Oversees day-to-day operations and client service.
Background
Today
Owner and Financial Advisor, Lewis Financial
Became owner after 20 years in the business. Leads the firm's operations, client service, and strategic direction.
2003 to ownership
20 years in financial services
Entered financial services in 2003 and built the experience that led to ownership.
Corporate finance
Developed leasing programs for leading telecommunications and software companies in Silicon Valley.
University of California, Santa Cruz
B.A., Economics
Licenses
FINRA Series 7 and Series 66 held through LPL Financial
Life on the Central California Coast
A Central Coast native, Wyatt lives in Atascadero with his son and daughter. Away from the office he surfs, camps, travels, and practices yoga. He is also a regular on the sidelines for his kids' water polo and soccer games.
Wayne E. Lewis
Investment Advisor Representative
wayne.lewis@lpl.com
Wayne Lewis has been a financial advisor in San Luis Obispo since 1997. With over 43 years of experience in the financial industry, Wayne brings a deep understanding of both individual and organizational financial planning. He currently serves as a Financial Advisor for Lewis Financial LLC, a Registered Investment Advisor.
He is a long-standing member of Charitable Gift Planners and a Charter Member of Advisors in Philanthropy, highlighting his commitment to aligning wealth management with philanthropic goals.
In addition to his professional work, Wayne has a strong history of community involvement. He has served as a board member and officer for numerous organizations, including American Cancer Society, Foundation for the Performing Arts Center, SLO YMCA, Clark Center, Cuesta College (North County), United Way SLO, SLO Riders and Founding Board Member of Community Foundation of San Luis Obispo County.
Wayne is licensed with the FINRA Series 6, 7, 22, 24, and 63 (held through LPL Financial), as well as Life, Health, and Disability Insurance in the State of California.
Wayne and his wife Linda reside in Avila Beach. They are proud parents of two children and enjoy spending time with their four grandchildren.
Robert Hiltz
Investment Advisor Representative
robert.hiltz@lpl.com
Bob Hiltz is a Financial Advisor with Lewis Financial, LLC, registered investment advisor, holding FINRA Series 7 and 63 registrations through LPL financial. As a former CPA with decades of experience in both public accounting and financial planning, Bob brings a seasoned and thoughtful approach to helping clients manage and preserve their wealth.
Bob earned his Bachelor of Science in Accounting from Fresno State College in 1966. He spent over 20 years as a practicing CPA, serving as the Managing Partner at Bartlett, Pringle & Wolf CPAs in Santa Barbara until 1994. After stepping back from public accounting, he launched a successful financial planning practice, which he later merged with Lewis Financial upon relocating to San Luis Obispo in 2003.
Committed to service beyond his professional work, Bob has served on numerous boards, including: American Cancer Society, Girl’s and Boy’s Club, Santa Barbara Chamber of Commerce, Parkinson’s Association, La Cumbre Country Club (Santa Barbara) and San Luis Obispo Country Club.
He also served as President of the California Society of CPAs, Central Coast Chapter, demonstrating his leadership within the professional accounting community.
Bob and his wife Wendy live in San Luis Obispo. They have five children and five grandchildren. When he's not advising clients, Bob enjoys playing golf and cheering on his grandchildren at their baseball and soccer games.
