Charisse Rivers
CEO And Financial Planner
15+ Years of Experience | InvestmentNews 40 Under 40
Charisse Rivers is a financial planner, mentor and speaker. Helping those 50 years of age and older preparing them for retirement and beyond. She also speaks and mentors nationally giving back to others in her industry.
Charisse 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. Her overall initiative is to protect, grow and reduce taxes on ones wealth.
Charisse is host of the radio show “Retirement Coffee Talk” every Saturday at 8:30 a.m. and 11 a.m. and Sunday at 8 a.m. and 12 p.m. on WSKY 97.3 FM The Sky. She is also featured on 99.9 FM on Saturdays at 9 a.m. 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.
Passionate about helping others and spreading financial literacy to teens, Charisse gives back through the 501c3 nonprofit she started called the Grilled Cheese Foundation. The foundation was formed to help middle school and high school students foster their talents and get them to college with scholarships and financial literacy.
Accolades: Inc. 5000 honoree, 40 under 40 advisors with InvestmentNews, Naifa-Florida top 4 advisors under 40, Gator 100 honoree three years in a row.
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