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

-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.