
John Lin, CPWA®, CFP®, CEPA
Your hard-earned wealth comes with both opportunity and responsibility. Our goal is to help simplify the management of your finances so you can more fully appreciate the richness of all dimensions of your life — from personal and professional achievements to extraordinary experiences and relationships.
The Cypress Group operates as a boutique, family office-style practice with team members in both San Francisco and Newport Beach. Our clients are affluent families up and down the Pacific Coast who have built and led successful enterprises and created personal wealth in the process. Our role on their team is to create, coordinate, implement and maintain highly customized strategies to protect their assets, support their lifestyle and leave enduring legacies.
Our highly decorated and diverse team consists of 6 partners and 3 analysts and includes two advisors who hold Morgan Stanley's coveted Family Wealth Director designation, a distinction held by less than 4% of advisors at Morgan Stanley. We combine our individual talents and perspectives into a cohesive practice that consistently provides a world class, white glove experience. Drawing upon our own unique experiences and the vast global resources of Morgan Stanley, we deliver comprehensive wealth management capabilities and dedicate ourselves to helping our clients make more enriching decisions.