Zinnia Wealth Management

Financial ServicesFlorida, United States2-10 Employees

Zinnia Wealth Management is a financial services firm based in Ocala, Florida, that emphasizes a personalized, comprehensive approach to retirement planning. Led by founder and CEO Charisse Rivers, the team avoids cookie-cutter solutions, instead assessing each client’s financial landscape to craft retirement plans tailored to individual circumstances and goals. The firm positions itself as a resource for education and empowerment, translating financial concepts into approachable guidance for clients. The company also engages the broader community through its founder’s media work and philanthropic efforts, including the Grilled Cheese Foundation, which supports underserved children by funding activities and scholarships.

Operating within the financial services sector, Zinnia Wealth Management serves clients seeking retirement strategy and related financial planning. Its approach focuses on long-term planning, client education, and hands-on collaboration to build futures that extend beyond conventional work life. The organization is based in Ocala, offering services to individuals looking for a thoughtful, personalized retirement roadmap.

Sign up for free to view info

Email Format Employee directory