John S. Lin,  CFP<sup>&reg;</sup> - Financial Advisor

John S. Lin, CFP®

CPWA®

Senior Vice President

Morgan Stanley

555 California Street, Floor 35
San Francisco, CA 94104
FINANCIAL ADVISOR'S WEBSITE
(415) 984-6638 CONNECT WITH John
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General

John Lin is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Morgan Stanley in San Francisco, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Certified Private Wealth Advisor (CPWA®)

Insurance Licenses

  • Life insurance

Broker-Dealer Affiliation

Morgan Stanley Smith Barney

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Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Estate Planning, Getting Divorced, Insurance, Retirement, Startup, Succession Planning, Sudden Wealth, Special Needs

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Helpful Financial Planning Resources