Wyatt Lewis
Wyatt E. Lewis
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 7and 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.
