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
ZINNIA WEALTH MANAGEMENT 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 is committed to you for the long run. 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.
Fill out the form on this page to schedule your in-person or virtual complementary financial review with Zinnia today!
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.
Little Red Book
Download a free copy of our eBook, and learn more about retirement planning strategies.
Zinnia Wealth Management Named to the University of Florida’s
We are proud to announce, for the fourth year in a row, Zinnia Wealth Management has been selected as a Gator100 honoree. Each year, the Gator100 recognizes the world’s fastest-growing Gator businesses owned or led by UF alumni 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.
WE ARE ONE OF AMERICA’S FASTEST GROWING COMPANIES FOR 2021!
Inc. magazine today revealed that Zinnia Wealth Management is No. 1673 on its annual Inc. 5000 list, the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Intuit, Zappos, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.
“In a fast-paced environment that requires extreme focus and attention to detail, it’s a great feeling for us and our clients to know that our growing team is well equipped to handle the needs of retirees and pre-retirees across the United States,” says Charisse Rivers, CEO and founder of Zinnia Wealth Management.
Not only have the companies on the 2021 Inc. 5000 been very competitive within their markets, but this year’s list also proved especially resilient and flexible given 2020’s unprecedented challenges. Among the 5,000, the average median three-year growth rate soared to 543 percent, and median revenue reached $11.1 million. Together, those companies added more than 610,000 jobs over the past three years.
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…
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.