Danika Waddell

CFP® RLP® MS

Financial Planner

Xena Financial Planning


Seattle, WA
Anywhere / Virtual Meetings
Danika Waddell
  • https://www.facebook.com/Xena-Financial-Planning-105307991270832
  • https://www.linkedin.com/in/danikawaddell/
  • https://www.instagram.com/danikawaddellcfp
  • https://xenafp.com/blog/

Fee-Only financial planner located in Seattle, WA, virtually serving clients locally and across the country

I am Fee-Only

I do not accept commission, referral fees, or compensation of any kind based on selling financial products, without exception.

I am a Fiduciary

I will put your best interests first, and fully disclose and manage unavoidable conflicts fairly in your favor, at all times.

Things to Know

  • We help professional women and their families navigate financial life transitions with purpose, joy and agency.

Get to Know Danika Waddell

Danika Waddell is featured VIRTUALLY EVERYWHERE.  Visit the collection of articles and podcasts that feature Danika and Xena here.

Learn more about Danika Waddell, Founder and Lead Planner, at the Xena Financial Planning website


My focus is on women (and their partners) in the early to middle stages of their careers. Specifically, I absolutely love helping clients who receive equity compensation as part of their income. It’s extremely common in the tech world and while there are plenty of brilliant people working in tech, many of them do not have the time or inclination to manage the influx of stock.

What I love about financial planning is the relationships and the process. I’m not overly focused on investment performance, nor do I plan to deliver a massive financial plan which might be better used as a doorstop. In my view, financial planning is a highly dynamic process, with many moving pieces that are constantly in flux. At Xena FP, I work with my clients on an ongoing basis, to help them navigate whatever life delivers. I strive to both educate and empower clients as we develop a collaborative relationship.

While originally from Western New York, I’ve lived in Seattle for 20 years. Along with my husband, our chaotic household includes our two daughters plus two cats and a puppy. We’re huge travelers and are happiest when we’re planning our next overseas adventure. In 2019, we had a grand European vacation which included 6 countries in 16 days, even driving to Spain for lunch one afternoon. Current trips are on hiatus, but we also love being in the mountains (skiing, running) and throwing a frisbee.

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I Can Help You With:

  • Equity Compensation
  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • Tax Planning

Ideal Clients:

  • Growing Families
  • Sudden Money Situations
  • Novice Investors

Office Locations

  • By Appointment - Seattle, WA 98107

FeeOnlyNetwork Disclosure

Advisorology, LLC (FeeOnlyNetwork.com) earns an annual or monthly fee from financial advisors and financial firms in exchange for marketing services, including the advisor profile, that are subject to terms of use. This creates a material conflict of interest and a financial incentive to only include advisors in the directory from whom FeeOnlyNetwork has received compensation. FeeOnlyNetwork is not a client of these advisors or firms.

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