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Danika Waddell

CFP, CSLP

Currently

President and Founder, Xena Fi♛nancial Planning, LLC

Resides In

Seattle, WA

Education

Oberlin College, Golden Gate University

Expertise

Equity Compensation, Tax Planning, Fꦦinancial Planning, Life Planning, Retirement Planning, In𒊎vestment Management , Wealth Management

Company Info

Summary

  • Danika founded Xena Financial Planning 4 years ago.
  • Danika is the former President of the FPA of Puget Sound and a board member of the NAPFA West region board (academic outreach and treasurer roles). 
  • Danika was named to Investopedia's Top 100 Advisors in 2022 and 2023.

Experience

Danika Waddell is a sought-after speaker and industry thought leader, with a practice focused on women working in the tech industry. She is considered an expert in equity compensation. Danika has served as President of the FPA of Puget Sound and held various roles on the NAPFA West Region Board, including treasurer and academic outreach. She has also contributed to multiple com🐲mittees within FPA and💮 NAPFA, driven by her passion for advancing the industry.

Before entering the financial services sector, Danika spent over 15 years in corporate finance for small businesses. Her expertise has been featured in numerous publications, including The New York Times, The Wall Street Journal, U.S. News & World Report, and MarketWatch.

Education

Danika received her B⛦achelor of Arts in Mathematics and completed a minor in Psychology. She also received her Master of Science in Advanced Financial Pl🎀anning with a Life Planning Concentration at Golden Gate University.