AS SEEN IN
Danika Waddell is the president and founder of Xena Financial Planning and a personal finance speaker who connects with audiences of all kinds in her authentic and relatable style. She encourages her audience to look at their finances differently and empowers them to begin a fresh conversation about money. Available for webinars and in-person speaking events.
SPEAKING TOPICS
- How to Improve Financial Wellness
- Financial Empowerment for Women
- Demystifying Money: How to Get Comfortable With Money Conversations
- Diversity, Equity & Inclusion (in Financial Services)
- Custom Content Available
Inquire About Speaking
RECENT CONFERENCE & WEBINAR APPEARANCES
- June 2024. MyStockOptions.com. "Best Ideas from Top Advisors" (webinar, panel)
- May 2024, FPA Retreat Conference. "Life Planning Beyond the 3 Questions" (with Meg Bartelt)
- March 2024, SHIFT Conference. "Life Planning" (with Sidney Divine)
-
September 2023 and October 2023, XYPN Live and NAPFA conferences. "Strategies for adding Diversity, Equity & Inclusion initiatives as a solo or boutique firm"
- May 2023, Jolt conference. "Riches in the Niches: How Advisors Are Expanding Opportunities By Narrowing Focus"
- April 2023. "Navigating Your Finances After a Layoff: Tips for Surviving and Thriving" (webinar, panel)
- April 2023, Asian Americans for Community Involvement. "Financial Wellness"(webinar)
- March 2023, SHIFT Conference. "Incorporating Life Planning and Coaching into your Financial Planning Practice" (with Diana Yañez)
