Team

Wayne Lewis has lived in San Luis Obispo since 1977. He currently is a Financial Advisor for Lewis Financial LLC, a Registered Investment Advisory firm. He has been working as a financial advisor, district manager, and compliance principle for the past 42 years. Wayne is a Certified Specialist in Planned Giving, and a Certified Senior Advisor. He has been active over the years as a board member and officer with the following organizations: American Cancer Society, Foundation for the Performing Arts Center, Gold Coast YMCA, Clark Center, Cuesta College, SLO Riders, and founding board member of the Community Foundation of San Luis Obispo County. He is a member of the Charitable Gift Planners and a Charter member of Advisors in Philanthropy. Wayne holds the following: FINRA Series 6, 7, 22, 24 and 63 held with LPL Financial and Life, Health and Disability from the State of California. Wayne and Linda live in Avila Beach and have 2 children and 4 grandkids.

Wayne Lewis, ADV

Bob Hiltz is a Registered Financial Advisor 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.

Bob Hiltz, ADV

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.

Wyatt Lewis, ADV