Danika Waddell CSLP
Danika Waddell
Designation: CFP®, CSLP®, Other, RIA
Languages: English, Spanish
My focus is on women (and their partners) in the tech industry who are in the early to middle stages of their careers.

Business Information

My focus is on women (and their partners) in the tech industry in the early to middle stages of their careers. Specifically, I absolutely love helping clients who receive equity compensation as part of their income. It’s extremely common in the tech world and while there are plenty of brilliant people working in tech, many of them do not have the time or inclination to manage the influx of stock.

What I love about financial planning is the relationships and the process. I’m not overly focused on investment performance, nor do I plan to deliver a massive financial plan which might be better used as a doorstop. In my view, financial planning is a highly dynamic process, with many moving pieces that are constantly in flux. At Xena FP, I work with my clients on an ongoing basis, to help them navigate whatever life delivers. I strive to both educate and empower clients as we develop a collaborative relationship.

While originally from Western New York, I’ve lived in Seattle for 20 years. Along with my husband, our chaotic household includes our two daughters plus two cats and a puppy.

Business name: Xena Financial Planning
Email: danika@xenafp.com
Business phone: 503-664-0183
Focus areas: Student loans, Comprehensive financial planning, Investment management, Retirement planning
License: CFP # 190124
Other license: CRD #6525200

Disclaimer

Unavailable

Address

1752 NW Market St #4695
City: Seattle
State: WA
Zipcode: 98107

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