Banks and Banks Credentials

 

 


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Lincoln H. Banks holds the following credentials and certifications that 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.

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, Business Economics, Accounting Emphasis
University of California, Santa Barbara.

Member of Estate Planning Council of San Diego since 2002.

Member of American Institute of Certified Public Accountants (AICPA)
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Jody N. Banks has earned the following credentials:

Certified Financial Planner (CFP®)
Awarded by the Certified Financial Planner Board of Standards.

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.

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Phillip H. Banks has held the following credentials:

Certified Trust & Financial Advisor CTFA (Retired)

Certified Financial Planner™ (Retired)

Licensed California Professional Fiduciary (Retired)

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

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

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

Estate Planning Council
Member of San Diego Chapter 1977 - 2015; President, 1996-1997; Officer and Board Member, 1992-1998.

 

 
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