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Paul Bankes, CFP®

Paul Bankes, CFP®

Financial Consultant

After spending 22 years in education, Dr. Bankes personally achieved the financial independence he desired and changed careers to pursue his passion of helping others achieve the financial security and freedom that is possible.  His mission is the financial prosperity of clients, while never forgetting it’s about life, not just money.

While the strategies for each of his clients may be different, the goal is always the same…building a strong financial foundation to help guide towards financial security and prosperity. Using his educational skills, strong interpersonal skills, and unwavering ethics, Paul builds meaningful relationships and empowers his clients to be successful.  He thinks differently and pursues different results. 

Paul holds the investment related Series 7 (General Securities Representative) with LPL Financial, and Series 66 (NASAA) with Wealth Management Group, LLC. 

Paul received a Bachelor’s degree in education from the University of Wyoming and a Master’s and Doctorate degree in educational leadership from Texas Tech University. 

Paul supports his local community through multiple philanthropic activities such as Rotary and serves on the Thompson School District Board of Education.  

Paul, along with his wife Carla and two daughters, live in Loveland, Colorado.