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Robert H
Series 63
San Luis Obispo, CA
Lewis Financial, LLC
Robert Hiltz is a financial advisor at Lewis Financial, LLC with 31 years of industry experience. He holds a Series 63 designation and has been associated with LPL Financial LLC since 2005. Hiltz provides investment advisory services through Lewis Financial, an independent registered investment advisory firm he began in 2024. Lewis Financial primarily serves individual and high-net-worth clients, offering fee-based investment advisory services and personalized financial planning. The firm uses a combination of discretionary and non-discretionary portfolio management, employing charting, fundamental, and technical analysis, and utilizes LPL Financial-sponsored programs to implement model asset allocations.
Wayne L
Series 63
San Luis Obispo, CA
Lewis Financial, LLC
Wayne Lewis is a financial advisor at Lewis Financial, LLC in San Luis Obispo, CA, with 43 years of industry experience. He holds a Series 63 designation and has worked at LPL Financial since 2005. Outside of his advisory work, he serves as a board member for the nonprofit organization SLO Riders. Lewis Financial primarily serves individual and high-net-worth clients, offering fee-based investment advisory services and personalized financial planning. The firm utilizes a combination of discretionary and non-discretionary portfolio management, incorporating fundamental and technical analysis, and employs LPL Financial-sponsored programs to support client asset allocation and implementation.
Wyatt L
Series 66
San Luis Obispo, CA
Lewis Financial, LLC
Wyatt Lewis is a financial advisor with Lewis Financial, LLC in San Luis Obispo, CA, holding a Series 66 designation and 22 years of industry experience. He has worked at LPL Financial since 2005 and started providing investment advisory services through Lewis Financial in 2024. Lewis Financial primarily serves individual and high-net-worth clients, offering fee-based investment advisory services and personalized financial planning. The firm utilizes both discretionary and non-discretionary management approaches, integrating fundamental and technical analysis, and employs LPL Financial-sponsored programs for portfolio construction and implementation.
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