Wayne E. Lewis

Wayne E. Lewis

Investment Advisor Representative with Lewis Financial

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.

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Wayne Lewis, ADV