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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

Churchill Management Group is a sophisticated wealth management firm based in Seattle, WA, specializing in investment management and financial planning. Founded in 1963, the firm is dedicated to guiding clients toward long-term financial success through a proven multistrategy approach that emphasizes risk management. Offering fully customizable investment plans and personalized financial advice, Churchill Management Group aims to meet the diverse needs of both individual and institutional clients. The firm has received multiple accolades, including recognition from Forbes and Barron's, underscoring its commitment to excellence in the wealth management industry. Generated from the website

Edward Jones provides personalized investment services designed to fit the individual needs and goals of our clients. Our services include retirement planning, education savings, and tax-efficient investment strategies. We work to ensure that every client receives tailored advice through face-to-face consultations. Our team is committed to helping you along your financial journey so you can feel confident and secure in your financial future. For information about how Edward Jones uses and protects your data, visit our Privacy and Security page: https://www.edwardjones.com/us-en/privacy