Investment Advisor · Licensed & SEC-Registered · 5 Years Experience
Lora Beth Zippe is a licensed, SEC-registered investment advisor based in Newport Beach, CA, providing exceptional client service, comprehensive portfolio management, and in-depth financial planning across stocks, cryptocurrency, forex, and global indices.
At Lora Beth Zippe, we are here to...
Clear, unbiased guidance across every market: stocks, crypto, forex, and indices, tailored to your goals.
Disciplined, diversified portfolios engineered for long-term wealth accumulation and risk-adjusted returns.
Fiduciary-grade strategies, full regulatory compliance, and complete transparency, always in your best interest.
Limited Consultation Spots Available
About Lora
Lora Beth Zippe is a licensed broker and SEC-registered Investment Adviser Representative with Morgan Stanley in Newport Beach, CA. With over 5 years of experience, she specializes in helping clients build diversified portfolios across equities, cryptocurrency, forex, and global indices.
With a client-first philosophy and zero disclosure events on her regulatory record, Lora brings transparency, discipline, and deep market expertise to every client relationship, whether the goal is long-term wealth building, risk management, or capitalizing on emerging market opportunities.
What We Offer
Comprehensive advisory across markets and life stages, each strategy managed with a disciplined, research-driven approach.
Not sure which service fits your goals?
The Lora Difference
Built on consistency, clarity, and long-term thinking.
No commissions, no hidden charges, no conflicts of interest. I charge a straightforward AUM-based fee. My incentives are completely aligned with your portfolio growth.
Fully licensed broker (CRD #6110176) and SEC-registered investment adviser, licensed across 53 U.S. states & territories, registered with NYSE, NASDAQ and NYSE American. Zero regulatory disclosures on record.
A disciplined, data-driven approach has delivered consistent risk-adjusted returns across stocks, crypto, forex, and indices, through bull markets and bear markets alike.
Track Record
Consistent results built on disciplined strategy, rigorous research, and risk-adjusted portfolio management across all market conditions.
14.6%*
Avg Annual Return
5-year average
$50M+
Assets Under Management
Combined AUM
88%*
Winning Trade Rate
Across all markets
98%
Client Retention Rate
Year over year
* Past performance is not indicative of future results. Returns are net of fees and reflect blended averages across client portfolios; individual results will vary.
Client Voices
“Lora completely transformed my investment approach. In 18 months she helped me build a diversified portfolio that weathered market volatility while still delivering strong returns. Her transparency and communication are unmatched.”
Jonathan Reeves
Tech Executive, San Francisco
Lora's guides are free, practical, and written for investors at every level. Request any guide and we'll be in touch.
Request a GuidePortfolio Starter Guide
Build your first diversified portfolio from scratch.
Crypto Allocation Framework
Size a crypto position within a traditional portfolio.
Retirement Income Playbook
Turn savings into sustainable retirement income.
Insights & Analysis
The 2024 equity bull run was fueled by AI enthusiasm, rate-cut expectations, and resilient corporate earnings. Here's what every investor should know heading into 2025.
Bitcoin broke $100K, altcoins surged, and institutional adoption reached new heights. Learn how to size your crypto allocation without over-exposing your portfolio.
Whether you're new to forex or want to sharpen your edge, understanding how currency pairs are priced, what moves them, and how to manage risk is essential.
Join 200+ clients who trust Lora Beth Zippe to manage and grow their investments with discipline, transparency, and fiduciary care.