Zinna 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:
REQUEST YOUR PERSONAL, COMPLIMENTARY FINANCIAL REVIEW!
LEADERSHIP
15+ YEARS OF EXPERIENCE | InvestmentNews 40 Under 40 Winner
Charisse Rivers
Founder & Financial Strategist
Charisse Rivers is a retirement strategist focused on getting folks to retirement and through retirement. She has been featured in ABC, FOX, NBC, CBS, InvestmentNews, 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 protect and grow ones wealth.
She is host of the radio show “Retirement Coffee Talk” every Saturday at 11am and Sunday at 8am and 12pm on WSKY 97.3fm. 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
Director of Operations
Jo Wise is the executive assistant at Zinnia Wealth Management. Jo has over 20 years of experience as operation specialist and 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 retail 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
Director of Client Services
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 onboarding process and once the policy is issued for any customer service inquires.
Mary was born in raised in the Ocala area, she is a true Floridan. She is married and has three 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.