Zinnia Wealth Management | Ocala, FL | Financial Planning and Investment Services

WHERE GROWTH COMES NATURALLY.

Personal, Caring Customer Service Like No Other Company.Client Login

Welcome to Zinnia Wealth

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.

INTRODUCING OUR
NON-PROFIT ORGINIZATION

Welcome to the
Grilled Cheese
Foundation

Our foundation was created on the principle that we could help struggling single parents get their kids through high school and adequately prepare them for college. Our first fundraiser event is at Painting with a Twist on May 12th.

VISIT OUR WEBSITE TO LEARN MORE

Meet Our Founder & Financial Strategist

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 Zinnia Wealth Advisory. 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.

Charisse is also a proud member of the FPA (Financial Planning Association) & NAIFA (National Association of Insurance and Financial Advisors).

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.