Zinnia Wealth Management specializes in personally helping families, individuals and businesses achieve wise financial stewardship. Our group concentration is on four essential retirement planning strategies: Protection of Your Health Care, Financial Security, Planning Your Estate, and Preserving Freedom of Choice.
We help make the most of your employer-sponsored retirement plans and IRAs. By determining how much you need to retire comfortably and managing assets before and during retirement, we can help you achieve a stress-free retirement.
Charisse is committed to helping you pursue your long-term financial goals.
Charisse Rivers Smith
Charisse Rivers Smith is the founder and president of Zinnia Wealth Management. Charisse is an Investment Advisor Representative for Retirement Wealth Advisors. She prides herself on creative tactics and strategies for growth and protection that can be implemented with tools and vehicles to build future wealth preservation. As a Fiduciary, she provides efficient financial strategies to individuals. She adheres to the Fiduciary Standard in her industry, which means she is always looking out for your best interest above her own.
Charisse received a bachelor’s degree from the University of Florida in 2004. Shortly after graduating, she started working in her field. She donates and volunteers her time with children’s autism awareness, The Eagles Club, Toys for Tots and Brother’s Keeper. She is the mother of two children and is married to Shawn Smith, who is a volunteer firefighter and a fulltime licensed agent with Zinnia.
Central Florida Retirement Education is dedicated to helping Marion, Lake, and Alachua County residents understand the retirement landscape and discover how to prepare for a prosperous retirement.
In an effort to provide a classroom-style learning environment, Central Florida Retirement Education holds courses on local campuses to educate baby boomers who are actively developing a retirement plan, nearing retirement, or recently retired.