Julie A. Wurst, CFP
45yrs
Top advisor by experience in Tacoma
28yrs
Michael Ruff is a fiduciary financial advisor in Tacoma, Washington, with 28 years in the industry. Michael joined Rainier Family Wealth in 2024, after two years at Financial Insights Wealth Management. Michael holds the CFA designation.
One of 304 advisors with offices in Tacoma, and one of 287 fiduciaries.
At a glance
Experience28 years (since 1998)
How that compares ?Top 19% by experience in Washington
Office1102 Broadway Suite 312, Tacoma, WA 98402
How the firm is paid ?Percent of assets
Typical client at the firm ?$2.88 million
Advisors at the firm3
States licensed ?1 state
Services through Rainier Family Wealth
Financial planningInvestment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2024 – nowRainier Family Wealth, Inc.Current firm
- Nov 2022 – Sep 2024Financial Insights Wealth ManagementPreviously
Contact Michael
(253) 448-2107Rainier Family Wealth main office 1102 Broadway Suite 312Tacoma, WA 98402Office · Get directions Firm websitewww.rainierfamilywealth.com
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Rainier Family Wealth at (253) 448-2107 and ask for Michael Ruff. Michael works from the Tacoma, WA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1998, about 28 years. Top 19% by experience in Washington.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael paid?
Rainier Family Wealth reports being paid by a percentage of the assets they manage. Ask Michael for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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