“Every great dream begins with a dreamer. Always remember, you have within you the strength, the patience, and the passion to reach for the stars to change the world.”
-Harriet Tubman

Danika Waddell, CFP®

Financial Planner

Danika enjoys working directly with clients and developing long-term relationships.  She appreciates the trust clients place in her to help guide them to their goals.  Danika works with clients at various ages and stages, but primarily focuses on clients who are still in their working years. She especially enjoys working with clients who receive equity compensation, have expat/noncitizen issues, or are navigating one of life’s transitions (i.e. marriage, birth of a child, etc.)

Danika came to financial planning as a second career. She grew up helping her father with family finances and naturally gravitated towards anything to do with money. With a bachelor’s degree in math in hand, she found herself practicing corporate accounting but was left feeling she should be doing something more meaningful. After carefully considering the switch, she decided to pursue the career of financial planning. It’s a natural extension of her fluency with numbers and financial concepts and her ability to develop productive, working relationships with clients.

Publications

Wall Street Journal “Game Plan” series, Dec 2018

Guest on radio talk show on KSER’s “Getting your dough to rise”

Favorite financial podcast

Planet Money

Outside the office

Danika is most passionate about travel. She hopes to someday repeat her year traveling around the world with her then-boyfriend (now husband) in 2002-03. Her recent destinations have included Mexico City and Kauai. She also loves to run long distances, preferably on trails and ranks the NYC marathon in 2014 as one of favorite race experiences. She can also be found spectating at her kids’ soccer/ultimate frisbee games, cross country skiing or stand-up paddle boarding.

Hometown

Buffalo, NY

Education and Certifications

BA Mathematics, Oberlin College

CERTIFIED FINANCIAL PLANNER™

Industry affiliations

Member, National Association of Personal Financial Advisors

Chair of the Board of Directors, Financial Planning Association of Puget Sound (Danika has served on the board in varying roles since 2017)

Pro-bono planner for CENTS.org (provides financial planning service to cancer patients)

Year Danika joined Goddard

2016