CoPilot Financial

CoPilot Financial Planning LLC is a registered investment advisor (RIA) that provides comprehensive, fee-only financial planning and investment management services. Founded by Danika Waddell, the firm specializes in working with clients in their 30s and 40s, often with a focus on those in the tech industry. Their mission is to offer personalized financial guidance on topics such as retirement planning, tax strategies, stock options, and real estate, serving clients virtually across the United States.