Contact Information
Detailed Information
65/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Verified profile +8
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Danika Waddell, CFP, RLP, founded Xena Financial Planning, a fee-only firm serving women in the tech industry who receive equity compensation, typically early to mid-career. Based in the Seattle area and working virtually nationwide, she helps clients navigate stock options, RSUs, and the financial complexity that comes with tech careers. She earned her CFP in 2016 and holds the Registered Life Planner designation, connecting money decisions to clients’ broader goals. As a fee-only fiduciary, she is paid only by clients and earns no commissions. Her practice combines equity-compensation planning with comprehensive advice on taxes, cash flow, and long-term goals for women building wealth in a fast-moving industry.
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Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only