Zinnia Wealth is Committed To You For The Long Run.
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, such as:
- Will I be able to retire early?
- How much money will I need in order to retire?
- How can I get the most out of my 401(k)?
- Should I have a traditional IRA or a Roth IRA?
- How can I position my investments for higher potential returns while reducing risk?
- How can I help ”inflation-proof” my investment income?
- Do I need disability income insurance or long-term care insurance?
- How can I ensure that my children receive as much as possible from my estate?
- What do I need to know about wills, trusts and probate?
We offer financial products and services tailored to your individual needs. Zinnia Wealth Management, LLC is committed to you for the long run.
Zinnia Wealth Management, LLC specializes in personally helping families, individuals and businesses achieve wise financial stewardship.
Our group concentration is on four essential retirement planning strategies:
LEADERSHIP
15+ YEARS OF EXPERIENCE | InvestmentNews 40 Under 40 Winner
Charisse Rivers
Founder & Financial Strategist
Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth. She has been featured in ABC, FOX, NBC, CBS, InvestmentNews, WealthManagement.com, WSJ, USA Today and Forbes magazine. She has also written online articles for CNN Money, Forbes, Fortune, and Annuity 123. She is founder and CEO of Zinnia Wealth Management and Zinnia Wealth Advisory, a Registered Investment Advisory firm. As a fiduciary in her industry, Charisse provides efficient and secure strategies for anyone nearing or in retirement. The overall initiative is to help people get to and through retirement, and to live by design and not by default.
She is host of the radio show “Retirement Coffee Talk” broadcasted every Saturday at 8:30am, 11am, and every Sunday at 8am and 12noon on WSKY 97.3 FM. Additionally, you can hear Charisse on WXJB 99.9 FM radio every Saturday at 9am. Tune in as Charisse discusses the latest financial tools and guides listeners through the complexities of planning for retirement, preparing them for the future they deserve.
SUPPORT STAFF
Josephine (Jo) Wise
Operations Assistant
Jo Wise is the Operations Assistant at Zinnia Wealth Management. Jo has over 20 years of experience as an operation specialist and in management. She spent 15 years as an operations specialist and previously worked as a branch technical liaison and Assistant Supervisor.
Jo will be the first person that greets you at Zinnia Wealth.
Jo will keep everyone up to date with continued conversation for all Q&A with the client on-boarding process. She spends time getting to know everyone who comes into the office and helps everyone that needs assistance or appointments scheduled. Jo also follows up with clients who have Fidelity, Schwab, and TD Ameritrade accounts.
Jo has four children, eight grandchildren, and enjoys making chocolate candies, spending time with her family, and going on cruises.
Toni Knowles
Administrative Assistant
Toni Knowles is the administrative assistant at Zinnia Wealth Management. She joined the company in 2018 and brings with her over 15 years of customer service experience, and fourteen years (cumulative) of leadership in the girl scouts. She’s learned discipline through being a 15 year USSF soccer official, as well as being a military veteran (Army).
Toni works behind the scenes scheduling events, setting up seminars, and may be the voice you hear when you get follow up calls concerning your upcoming educational classes.
Toni has lived in many places, from upstate New York to rural Texas, but she’s called Florida home for over 20 years.
Mary Pope
Office Manager
Mary has more than 15 years of extensive experience in the Financial industry. She has a strong customer service background; her warm and caring personality is evident in her respect that she shows every client. Over the past 15 years she has worked as an executive assistant for Zinnia Wealth Management and other independent advisors. She has a strong background in annuities and will guide our clients from the time they start the annuity new business process until the policy is delivered. She is also available to assist clients with any inquires that they have during the on-boarding process and for any customer service inquires once the policy is issued .
Mary was born in raised in the Ocala area; she is a true Floridan. She is married and has two children. They enjoy family time on the boat, in the mountains or on the Florida coast. Her husband is a dirt track enthusiast and they spend time at the local race tracks. She is actively involved in her Church and a leader in the Children’s Ministry.
Goldie Hester
Associate Advisor
Goldie has always had a heart to serve people, so in 2000 she began a career in the Financial Industry, hoping to make a difference in people’s lives by helping them secure their financial future. She started as an insurance professional in the State of Florida and later became registered as a Registered Representative. She continued by becoming an Investment Advisor Representative and earning a Retirement Income Certified Professional (RICP®) designation. She has mentored with Ed Slott, IRA Specialist and some of the Top Professionals in the Industry.
Goldie enjoys reading, gardening, antiquing and spending time with her Grandchildren. Goldie is a supporter of several charities and helps to provide assistance to children’s programs in her community.
Her focus is to help you achieve your goals and objectives for a successful retirement and a legacy for your heirs.
Marissa Wolfgang
Client Service Specialist
Marissa Wolfgang is a Client Service Specialist at Zinnia Wealth Management. She brings her 10 years of customer service experience, with 4 of those in the financial industry. When calling the office, you’ll likely hear her familiar and friendly voice, helping to coordinate appointments and to ensure that you receive the best possible experience at Zinnia. Born and raised right here in Ocala, Marissa loves being the mother of three young boys, and the oldest of 5 siblings. She enjoys doing arts and crafts with her children, and teaching them about plants through her collection of carnivorous plants and multiple home aquariums.
Sara Pasquel
Client Support Specialist
Sara Pasquel is the Client Support Specialist at Zinnia Wealth Management. She joined the company in 2019 and brings with her over 5 years of Property and Casualty Insurance experience, along with 20+ years of customer service experience.
Working a lot behind the scenes, Sara helps to facilitate the application process to ensure both new and existing clients are serviced in an accurate and timely manner. She is responsible for maintaining client files throughout the company’s internal systems and infrastructure.
Sara is a Florida Native and is married with 2 children. Outside of the office, Sara spends quality time with her family, and also has a love for travel and music.