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 in The Doepel Group.
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 particular 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 6 grandchildren (and still growing!).
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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.