Danika Waddell (CFP®)

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 currently serves as the President for the Financial Planning Association of Puget Sound. 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

1200 Westlake Ave N Ste 603 Seattle, WA 98109-3528 Phone: (206) 217-2583