Danika Waddell



Equity compensation, life planning

Company: Xena Financial Planning

Certifications: CFP®, RLP, CSLP

Email: danika@xenafp.com

Phone: 503-664-0183

Danika Waddell, CFP®, RLP, CSLP


Danika’s focus is on women (and their partners) in the early to middle stages of their careers. Specifically, she loves helping clients who receive equity compensation as part of their income. She has experience navigating IPOs and managing RSUs, ISOs, NQSOs and ESPPs.

She’s not overly focused on investment performance, nor does she deliver a massive financial plan which might be better used as a doorstop. In Danika’s view, financial planning is a highly dynamic process, with many moving pieces that are constantly in flux. At Xena FP, she works with her clients on an ongoing basis, to help them navigate whatever life delivers. She strives to both educate and empower clients as well as develop a collaborative relationship.

While originally from Western New York, Danika has lived in Seattle for 20 years. Along with her husband, their chaotic household includes two daughters plus two cats and a puppy. They are huge travelers and are happiest when planning their next overseas adventure. Current trips are on hiatus, but Danika also loves cross-country skiing in the Methow and tossing a frisbee.

Location: Seattle, WA and Virtual

Contact: https://xenafp.com/contact/

Schedule: https://calendly.com/xenafp

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