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Wayne has been a Financial Advisor in San Luis Obispo for 37 years. He was a District Manager, Compliance Manager, and Training Manager for American Express Financial Advisors for 22 years. He currently is a LPL Registered Principal, a Registered Investment Advisor and the owner of Lewis Financial in San Luis Obispo, CA. He has been awarded the Chairman's Council and Chairman's Club awards from LPL Financial every year since 2007. He holds a certificate from Cal State Long Beach as a Certified Specialist in Planned Giving.
Wayne has been active in the community for many years. He has served as:
Wayne and his wife, Linda, live in Avila Beach, and have 2 children, 3 grandsons, and 1 granddaughter.
Bob Hiltz is a registered sales assistant with LPL. He holds FINRA Series 7 and 63 registrations through LPL Financial.
Bob graduated from Fresno State College with a Bachelor of Science degree in accounting in 1966. He was a practicing CPA for over 20 years, acting as managing partner of Bartlett, Pringle and Wolf CPA's in Santa Barbara, CA until 1994. Following his "retirement," Bob established and ran a financial planning practice, which he merged into Lewis Financial when he relocated to San Luis Obispo in 2003.
Bob has been on the boards of the American Cancer Society, Girl's and Boy's Club, Santa Barbara Chamber of Commerce, Parkinson's Association, La Cumbre Country Club in Santa Barbara, and San Luis Obispo Country Club. He also served as President of the California Society of CPA's, Central Coast Chapter.
Bob has five children and four grand-children, and currently lives with his wife, Wendy, in San Luis Obispo. Outside of the office, he enjoys golf and being a spectator at the "grand's" baseball and soccer games.
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 Dane and daughter Daisy. 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.
Sam Launder is the Communications Manager at Lewis Financial. He is a senior at Cal Poly studying Finance. Originally from southern California, Sam has enjoyed his time working and attending school on the central coast.
As Communications Manager, Sam assists with day to day operations and ensures effective communication between our clients and advisers.
The LPL Financial Research annual report shares that the U.S. economy is still exhibiting some positive fundamentals despite trade uncertainty and slowing global growth. LPL Financial Research strategists maintain that some key trends and market signals will be important to watch, including progress on U.S.-China trade discussions, an encouraging outlook from corporate America, and continued strength in consumer spending. Outlook 2020 provides updated views of current fundamentals and risk factors, while emphasizing the four primary pillars for investing – policy, the economy, bonds, and stocks. “We expect the U.S. economy to continue to grow in 2020 and support gains for stocks, although we are increasingly mindful of our position in the business cycle. We continue to see low likelihood of recession in the coming year. While we can’t see into the future, one thing we can predict is that uncertainty in the markets is here to stay,” said LPL Financial Executive Vice President and Chief Investment Strategist John Lynch. “By focusing on the fundamentals and market signals, we believe investors can make the most effective decisions for their diversified long-term portfolios.” Read more about key themes to watch and our investment forecasts in the full publication. Read More ›
Owning shares of stock or stock funds might increase the value of your portfolio in one of two fundamental ways: capital appreciation (i.e., price increases) and dividend payments. Read More ›
Most people will receive Social Security benefits at some point in their lifetimes, but how much do you know about this important source of income? Take this quiz to learn more. Read More ›