Danika Waddell, CFP®, CSLP Xena Financial Planning

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About Danika Waddell, CFP®, CSLP

My focus is on women (and their partners) 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. I also offer a unique perspective and advice for women who own small businesses, based on many years of working in finance for small businesses and start-ups.

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. We’re huge travelers and are happiest when we’re planning our next overseas adventure. In 2019, we had a grand European vacation which included 6 countries in 16 days, even driving to Spain for lunch one afternoon. Current trips are on hiatus, but we also love being in the mountains (skiing, running) and throwing a frisbee.

Read Danika’s blog here: https://xenafp.com/blog/

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Ideal Clients

  • Equity Recipients (RS/RSU SOP ESPP)
  • Female Entrepreneur
  • Gen X
  • Women Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Quarterly Fee: $450+/qtr
  • Hourly Fee: $300+/hr
  • Assets Under Management: 0.50%

SEC Records

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