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.
Check the background of Zinnia Wealth Management and its advisor representatives on FINRA’s BrokerCheck
OUR MISSION
Zinnia Wealth Management, LLC is committed to helping you pursue your long-term financial goals. As specialists in retirement and estate conservation, we can help you answer the questions you may have about your financial future.
We offer financial products and services tailored to your individual needs. Zinnia Wealth Management, LLC is committed to you for the long run.
As Featured In:
ZINNIA WEALTH RESOURCE CENTER
Planting the seed for your retirement starts with the know how. The Zinnia Resource Center is your central location to find the information you want. You’re one click away from planting your retirement strategy and growing your nest egg.
Zinnia Recognized on WealthManagement.com’s
2019 Thrive List of Fastest-Growing Advisors!
We’re proud to announce that Zinnia Wealth Management has been named a recipient of the WealthManagement.com 2019 Thrive Awards! Honoring the nation’s fastest-growing advisors, WealthManagement.com and Wealth Management Magazine say that…
WE ARE A 2021 UF GATOR100!
We a proud to announce for the third year in a row, Zinnia Wealth Management has been selected as a 2021 Gator100 honoree. Now in its seventh year, the Gator100 recognizes the world’s 100 fastest-growing Gator-owned or -led businesses and serves as the University of Florida’s premier entrepreneurial awards program.
We are honored to again be selected to the Gator100 and to continue to serve as an inspiration to our fellow Gators.
CLICK TO READ THE FULL 2021 PRESS RELEASE →
PREVIOUS PRESS RELEASE 2019
GAINESVILLE, Fla. – Zinnia Wealth Management, LLC. (“Zinnia”) was named to the University of Florida’s 2019 Gator100 during a ceremony on Feb. 22 at UF’s J. Wayne Reitz Union Grand Ballroom.
CHARISSE IS AN “INVESTMENTNEWS 40 UNDER 40” WINNER!
InvestmentNews has just released their 2018, 40 Under 40 Winners and we’re proud to announce that Charisse is one of them! Every year, they showcase the nation’s finest young financial advisors and associated professionals in the financial planning industry. Learn more about her story and how she became a member of the Class of 2018.
