Lincoln H. Banks holds the following professional licenses and credentials, which work hand in hand with trust and integrity to provide an exceptional level of service to his clients.
Certified Public Accountant (CPA)
Awarded by the California State Board of Accountancy
Certified Financial Planner (CFP®)
Awarded by the Certified Financial Planner Board of Standards
California Licensed Professional Fiduciary (CLPF)
Awarded by the California Professional Fiduciaries Bureau
Master of Science, Business Administration Tax & Financial Planning
San Diego State University, Graduate School of Business specialized study focused on portfolio analysis and investments, taxation, and estate planning
Bachelor of Arts, Business Economics, Accounting Emphasis
University of California, Santa Barbara
Member of Estate Planning Council of San Diego since 2002
Member of the Professional Fiduciaries Association of California
Member of the American Institute of Certified Public Accountants (AICPA)
(619) 698-6789
