Ruth has served as a Financial Advisor for over 25 years. Her practice has always emphasized a comprehensive approach to financial planning that integrates cash flow management along with tax, insurance, investment, and estate planning considerations. Through the years, she’s founded and developed a team of highly competent professionals who now serve on the Doepel & Wikstrom Wealth Management team.
Early in her career, Ruth completed rigorous coursework to receive the prestigious certification as a Certified Financial Planner™ professional to better serve her clients. Along the way, she received a designation as a Certified Investment Management Analyst® (CIMA®) after attending the CIMA® training program at The Wharton School. As a result, Ruth has expertise in asset allocation, manager search and selection, investment policy, and performance measurement.
Ruth and her husband of over 40 years have spent their marriage working in missions as active members at their church. They also enjoy traveling the world to experience other cultures. They have 3 children and 9 grandchildren.
Ruth Doepel was named to the 2024 edition of the Forbes list of Best-in-State Top Wealth Advisors †.
The Forbes Top Wealth Advisors Best-In-State 2024 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2022 to 6/30/2023 and was released on 4/3/2024. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 42,108 nominations, roughly 8,500 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks “CIMA®” and “Certified Investment Management Analyst℠.” Use of CIMA® and/or Certified Investment Management Analyst℠ signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals.