Wyatt E Lewis is Registered Financial Advisor with Lewis Financial. He holds a FINRA Series 7 and 66 designations through LPL.
Wyatt is a proud Banana Slug, having graduated from University of California at Santa Cruz with a B.A. in Economics. Before joining his father in the financial service industry in 2003, his work experience included years working in corporate finance, establishing leasing programs at some of the Silicon Valleys largest telecommunications equipment manufacturers and software companies.
Wyatt is responsible for many aspects of the day-to-day operations, client service and marketing. This includes creating and maintaining relationships with current and prospective clients, research of financial products and investment strategies, and communicating updated information to our clients.
Wyatt is a Central Coast native who lives in Atascadero with is son and daughter. He enjoys most outdoor activities including surfing, camping, golfing, hiking and yoga. His favorite activity is coaching his kids sports teams, including soccer and softball.
Wyatt also enjoys donating his time and lending his expertise to the local non-profit community. He is currently on the Finance and Audit committees at Wood Humane Society.