Michael Lewis is a financial advisor at WestPac Wealth Partners who works with clients to bring greater clarity and coordination to their financial lives. With a strong analytical foundation and relationship-driven approach, Michael helps clients make informed financial decisions that align with their personal goals, priorities, and long-term objectives.
Michael’s work centers on detailed financial analysis and comprehensive planning, with a focus on investment strategy, tax planning, retirement planning, estate planning, and risk management. By developing a thorough understanding of each client’s financial landscape and what they ultimately want to accomplish, he helps bring the various aspects of their financial lives together into a cohesive strategy while coordinating with other professionals to help ensure each area of their planning remains aligned.
Michael earned degrees in Finance and Business Analytics from the University of San Diego, where he served as President and Captain of the Men’s Rugby Club and helped lead the program to four National Championships. His experience in leadership and competitive athletics continues to shape his emphasis on preparation, discipline, teamwork, and attention to detail.
Michael takes pride in developing long-term relationships with his clients and serving as a consistent resource as their financial lives evolve. He believes effective financial planning requires an ongoing process of analysis, implementation, and adjustment as clients’ circumstances, goals, and priorities change.
Outside of work, Michael enjoys surfing, staying active, and spending time with family and friends.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC.
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac
Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA
of WestPac Wealth Partners, LLC. CA Insurance License Number - 4386731| 8409043.2 Exp. 08/28