Welcome to Bankiful.com. My name is Lisa Phillips, and I created this platform out of a genuine desire to help people make the most of their financial journey—no matter where life takes them.

As a proud UCLA graduate, I began my career in consumer banking, where I saw firsthand how everyday banking products could either empower or overwhelm people. Over the years, my path led me into sales, marketing, and the broader world of personal finance and insurance. 

Through it all, I noticed a common thread: many people simply weren’t taught how to build a meaningful relationship with their bank or credit union, or how that relationship could help them earn more, save smarter, and confidently navigate life’s milestones.

Bankiful.com was born from my belief that everyone deserves clear, honest guidance—whether you’re a student figuring out loans, a graduate starting your first job, a newlywed planning for the future, or a family saving for retirement. The right banking relationship isn’t just about numbers; it’s about support, trust, and having a partner that grows with you through every stage of life.

My mission is to demystify banking and personal finance, making it accessible and empowering for all. Here, you’ll find practical advice, expert insights, and sincere encouragement to help you get the most out of your money—and build a foundation for lifelong financial health.

Thank you for letting Bankiful.com be a part of your story. I’m honored to walk this path with you.