Xena Financial Planning
Xena Financial Planning helps you develop a strong and dynamic plan for your finances, giving you more time to do what you love.
We focus on women who are in the tech industry or receive equity compensation, typically in the early to mid-career stages. We enjoy helping to setup a charitable giving plan or aligning clients' investments with their values. We work together with clients to navigate our ever-changing world.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.