Private Professional Fiduciary ® LINCOLN H. BANKS, CPA, CFP

Lincoln Banks has been a private professional fiduciary serving San Diego County for over 20 years.  He administers sophisticated estate plans and manages trust portfolios consisting of commercial and residential real estate, business interests, securities, and other financial and personal assets.  He possesses the skill and experience to successfully navigate the challenges that confront fiduciaries, from complex tax issues, to family controversies, to sensitive business transactions.

Lincoln received a Bachelor of Arts in Business Economics from the University of California at Santa Barbara.  After returning to San Diego in 2000 to join Banks & Banks, Lincoln achieved his Master of Science degree from San Diego State University, as well as earning Certified Public Accountant and Certified Financial Planner designations.  He was one of the first in California to receive the California Licensed Professional Fiduciary designation.

View Lincoln's full resumé here.

info@banksandbanks.com (619) 698-6789
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