Danika Waddell (Certified Student Loan Professional, CFP®)

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

  • Cash Flow/Budgets/Credit Issues
  • College/Education Planning
  • Entrepreneurs
  • Generation X
  • LGBT Couples and Families
  • 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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This Office

Call for an Appointment Seattle, WA 98107 Phone: (503) 664-0183