Danika Waddell (Certified Student Loan Professional, CFP®, RLP)

Danika Waddell focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • College/Education Planning
  • Generation X
  • LGBT Couples and Families
  • Socially Responsible Investments
  • Women's Financial Planning Issues

Planning Specialties

-College/Education Planning


-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


This Office

1752 NW Market St #4695 Seattle, WA 98107 Phone: (503) 664-0183