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Lora Murphy, CFP®, CPA

Managing Director, Partner
Lora serves as a Managing Director, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning. With more than 25 years of experience in the financial services industry, Lora offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Lora served as a wealth planner at a national investment advisory firm, where she was involved in financial plan creation and execution, investment management and tax planning. Lora started her financial services career working as a CPA at a national accounting firm and brings a deep appreciation of tax considerations to every family she works with. Lora received her Bachelor of Business Administration degree from the University of Wisconsin-Milwaukee. She is a Certified Public Accountant and a CERTIFIED FINANCIAL PLANNER™ professional, as designated by the Certified Financial Planner Board of Standards. Lora and her husband, Jim, enjoy traveling and spending time with their two children and four grandchildren at their cottage in northern Wisconsin.

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“Your wealth works harder when it works together.”

Peter Mallouk

President & CEO, Creative Planning

Serving Clients Nationwide


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Providing financial peace of mind across the globe




Combined assets under management & advisement as of December 31, 2022