The Banks Team

The Banks Team is proud of the credentials and certifications we have earned that work hand in hand with trust and integrity to provide an exceptional level of service to our clients.

Lincoln Banks has grown up with the company since he was six years old. He has always enjoyed financial management and helping others, attributes which led him to follow in the family business. He received a Bachelor of Arts in Business Economics from the University of California at Santa Barbara and went on to work for a Certified Public Accounting firm. He then returned to San Diego to achieve a Master of Science in Business Administration from San Diego State University, as well as earning Certified Public Accountant and Certified Financial Planner™ designations. He is licensed by the California Department of Consumer Affairs as a California Licensed Professional Fiduciary.

Phillip Banks received a Bachelor of Arts from Western Washington State University, Bellingham, Washington, and a Master of Public Administration from Golden Gate University, San Francisco, California. Phillip is a Certified Trust & Financial Advisor, a Certified Financial Planner™ and is a California Licensed Professional Fiduciary.

He is past president of the Estate Planning Council of San Diego, and a member since 1977. He also serves as a planned giving board member for several San Diego charitable organizations.

Janet Banks has assisted with administration of the Banks & Banks office and fiduciary accounts since 1980. She is a graduate of the University of Washington and an Enrolled Agent authorized to practice before the Internal Revenue Service.

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