Wayne E. Lewis
Wayne Lewis has been a financial advisor in San Luis Obispo since 1983. With over 42 years of experience in financial advising, district management, and compliance, 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
- Founding Board Member, Community Foundation of San Luis Obispo County
Wayne is licensed with the FINRA Series 7, 22, 24, and 63 held through LPL Financial, and 6 held through Lewis 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.
Bob Hiltz
Bob Hiltz is a Financial Advisor, holding FINRA Series 7 and 63 registrations through LPL. 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)
- 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.
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.
