Lincoln H. Banks

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.

Licensed California Professional Fiduciary Issued by State of California Department of Consumer Affairs

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
University of California Santa Barbara.

Member of Estate Planning Council
of San Diego.

Member of La Jolla Probate Section.

Member of American Institute of Certified Public Accountants (AICPA)
___________________________________

Phillip H. Banks is proud of the credentials and certifications that work hand in hand with trust and integrity to provide an exceptional level of service to his clients.

Certified Trust & Financial Advisor (CTFA)

Awarded by the institute of Certified Bankers, sponsored by the American Bankers Association.

Certified Financial Planner (CFP^® )
College for Financial Planning, Denver, Colorado, advanced study in Investment Strategies and Portfolio Management.

Licensed California Professional Fiduciary Issued by State of California Department of Consumer Affairs.

Graduate, Trust Division, Pacific Coast Banking School
A three-year program at the University of Washington Graduate School of Business, Seattle, Washington.

Accredited Estate Planner
Awarded by the National Association of Estate Planning Councils.

Estate Planning Council
Member of San Diego Chapter since 1977; President, 1996-1997; Officer and Board Member, 1992-1998.

Master of Public Administration
Golden Gate University, San Francisco, California.

Bachelor of Arts
Western Washington State University, Bellingham, Washington.