ABOUT
not by default not
About Zinnia Wealth Management
Our Mission
We recognize that retirement is not just about financial security—it’s about living a fulfilling and purposeful life. That’s why we take the time to understand your values, passions, and priorities.
Our team understands that life is unpredictable, and circumstances can change in an instant. Our holistic retirement planning approach emphasizes flexibility and adaptability. Planning for retirement is a multifaceted endeavor that requires careful consideration of various factors and variables.
With Zinnia Wealth Management as your holistic retirement planner, our goal is to help you Live by Design, Not by Default. We collaborate with trusted partners, including CPAs and estate planning attorneys, to provide comprehensive solutions that address all aspects of your retirement journey.
About Zinnia Wealth Management
Our Mission
We recognize that retirement is not just about financial security—it’s about living a fulfilling and purposeful life. That’s why we take the time to understand your values, passions, and priorities.
Our team understands that life is unpredictable, and circumstances can change in an instant. Our holistic retirement planning approach emphasizes flexibility and adaptability. Planning for retirement is a multifaceted endeavor that requires careful consideration of various factors and variables.
With Zinnia Wealth Management as your holistic retirement planner, our goal is to help you Live by Design, Not by Default. We collaborate with trusted partners, including CPAs and estate planning attorneys, to provide comprehensive solutions that address all aspects of your retirement journey.
Industry Accolades
Zinnia Wealth Management and Charisse Rivers have been publicly recognized and received numerous industry awards.
Click below to read more about them.
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