Danika B Waddell
Partner and Lead Financial Planner @Xena Financial Planning, Llc
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WORK HISTORY
Partner and Lead Financial Planner @Xena Financial Planning, Llc
Seattle, WA, US
Xena Financial Planning (originally founded in 2020) merged with ENOW Financial in September 2024. With offices in Portland and Seattle, we will continue to serve clients virtually throughout the US. Our team of 4 CFP® Professionals is committed to delivering exceptional service to our expanded client base. We remain fiduciaries, fee-only, and flat-fee. We focus on women in tech and also work with mid-career professionals in any industry.We are currently taking new clients.
EDUCATION
Golden Gate University
Master of Science - MS, Advanced Financial Planning, Concentration: Life Planning
Oberlin College
Bachelor of Arts (B.A.), Major: Mathematics, Minor: Psychology
College for Financial Planning
Certificate in Financial Planning
City Honors School
International Baccalaureate Diploma
ABOUT DANIKA B WADDELL
Xena Financial Planning merged with ENOW Financial in September 2024. With offices in Portland and Seattle, we will continue to serve clients virtually throughout the US. Our team of 2 CFP® Professionals is committed to delivering exceptional service to our expanded client base. We remain fiduciaries, fee-only, and flat-fee. We focus on women in tech and also work with mid-career professionals in any industry.We are currently taking new clients.
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