Xena Financial Planning

Xena Financial Planning is a registered investment advisor based in Seattle, WA, specializing in providing ongoing financial planning services to women and members of the LGBTQ community in the tech industry. Founded in 2020 by Danika Waddell, the company aims to help clients clarify their vision of a fulfilled life and develop a strong financial foundation to support it.

With a focus on individuals in the early to mid-career stages who receive equity compensation, Xena Financial Planning offers personalized and collaborative financial planning solutions. Their services include managing company stock, setting up charitable giving plans, and creating dynamic financial plans that adapt to clients' changing circumstances. Passionate about giving back to communities and caring for the future of the planet, Xena Financial Planning is dedicated to empowering clients to take control of their finances and spend more time doing what they love.

Generated from the website