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&ref; 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.
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.