Danika Waddell (CFP®, MSFP, RLP)
Danika Waddell focuses in the
following client markets or areas of practice:
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- LGBT Couples and Families
- Socially Responsible Investments
- Women's Financial Planning Issues
- College/Education Planning
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- LGBT Couples and Families
- Socially Responsible Investments
- Women's Financial Planning Issues
Planning Specialties
-College/Education Planning
-Hourly
-Investment Advice without Ongoing Management
-Middle Income Client Needs
-Equity Compensation including restricted stock and incentive stock options
-Retirement Plan Investment Advice
Additional Information
Danika hold a bachelor's degree in Mathematics from Oberlin College and obtained the CFP designation in 2016. She founded Xena Financial Planning in 2020 as a fully virtual practice. Danika currently sits on the NAPFA West Region Baord doing Academic Outreach and on the NAPFA Women's Initiative Committee.
Danika especially enjoys working with a diverse range of clients and typically focuses on non-retirees, clients who receive equity compensation and families with school-age children. In her free time, Danika runs marathons (and longer), knits sweaters and travels as often as possible.
NAPFA Start Date
July 26, 2018
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