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Zinnia Wealth Management and Charisse Rivers has been publicly recognized and received numerous industry awards. Click below to read more about them.

Inc 5000 2021

REAL TALK FUELS ZINNIA WEALTH MANAGEMENT’S FAST GROWTH!

Charisse Rivers founded Zinnia Wealth Management in 2007 because she didn’t like where the retirement planning industry was heading. Her colleagues were pushing “outdated practices and old-school theories,” and they weren’t keen to try fresh ideas. So, she launched Zinnia from her home.

It wasn’t easy being a woman in what was then a man’s world. People warned her she wouldn’t make it. When she did, competitors tried to push her out. But Rivers never quit. Fifteen years later, her firm ranks No. 1673 on the Inc. 5000 list of America’s fastest-growing private companies, with five offices across Central and Northern Florida, all led by female teams.

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Inc 5000 2021

WE ARE ONE OF AMERICA’S FASTEST GROWING COMPANIES!

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.

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2020 UF GATOR100

WE ARE A 2020 UF GATOR100!

We a proud to announce for the third year in a row, Zinnia Wealth Management has been selected as a 2020 Gator100 honoree. Now in its sixth year, the Gator100 recognizes the world’s 100 fastest-growing Gator-owned or -led businesses 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.

Zinnia Recognized on WealthManagement.com’s 2019 Thrive List of Fastest-Growing Advisors

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 “making this list is a testament to the value you provide your clients – and offers you a unique opportunity to get the recognition you deserve as an elite advisor.”  We have our amazing clients to thank for helping us in our company’s growth, along with our staff of professionals including our fearless leader, Charisse Rivers.

At Zinnia, we’re committed to helping you pursue your long-term financial goals.  Our tailored retirement planning process is all based on your personal goals combined with your unique financial situation, and we’re excited to see our hard work recognized by Wealth Management’s annual Thrive Awards celebrating America’s fastest-growing advisors.

University of Florida’s 2019 Gator100

WE ARE A 2019 UF GATOR100!

Congratulations to us! Zinnia Wealth Management has been selected as a 2019 Gator100 honoree. Now in its fifth year, the Gator100 recognizes the world’s 100 fastest-growing Gator-owned or -led businesses and serves as the University of Florida’s premier entrepreneurial awards program.

We are honored to be selected to the Gator100 and to continue to serve as an inspiration to our fellow Gators.

FOR IMMEDIATE RELEASE:

GAINESVILLE, Fla. – Zinnia Wealth Management. (“Zinnia”) was named to the University of Florida’s 2019 Gator100 during a ceremony on Feb. 22 at UF’s J. Wayne Reitz Union Grand Ballroom.

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Charisse is an “Investment News 40 Under 40” Winner

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.

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Charisse in Ocala Style Magazine

Check Out Charisse’s Feature in the Ocala Style Magazine!

The May Issue of the Ocala Style Magazine features a “Women of Style” segment that’s all about women-owned businesses. And, Charisse was selected!

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NAIFA-Florida Top 4 Advisors Under 40 Award

The 2018 NAIFA-Florida Top 4 Advisors Under 40 Award

As the premier professional association in Florida for insurance and financial advisors, NAIFA-Florida each year is proud to recognize the success of young advisors in our industry. And, we’re proud to announce that Charisse was one of four winners in 2018!

This award recognizes excellence and achievement in the Insurance and Financial Services field by measuring business production, longevity in the business, professional association involvement, and community involvement for professionals 40 years of age and younger.

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