Zinnia Wealth Management
Financial Services • 
Ocala, Florida, United States • 1-10 Employees
Company overview
| Headquarters | 3220 SW 33rd Rd, Ocala, Florida 34474, US |
| Phone number | +18333683680 |
| Website | |
| NAICS | 52 |
| Keywords | Wealth Protection, Estate Planning, Senior Healthcare, Pension Planning, Tactical Asset Management, Income Planning Strategies |
| Founded | 2007 |
| Employees | 1-10 |
| Socials |
Key Contacts at Zinnia Wealth Management
Bekki Daugherty
Director Of Operations And Compliance
Bekki Koppenhafer
Director Of Operations
Zinnia Wealth Management Email Formats
Zinnia Wealth Management uses 2 email formats. The most common is {first initial} (e.g., j@zinniawealth.com), used 80% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@zinniawealth.com | 80% |
{first initial}{last name} | jdoe@zinniawealth.com | 20% |
About Zinnia Wealth Management
Financial Storyteller, Retirement Architect, and Champion for the Next Generation Charisse Rivers grew up understanding that a little hope—and a lot of heart—can change the course of a life. Today, as the founder and CEO of Zinnia Wealth Management, she brings that same spirit to retirement planning. Charisse doesn’t believe in cookie-cutter portfolios or quick-fix products. Instead, she leads a team that takes a 360-degree view of every client’s financial world, crafting retirement plans as unique as the people behind them. Her passion for education and empowerment shines through on her nationally syndicated show and podcast, Retirement Coffee Talk, where she mixes common-sense financial advice with real conversations and inspiring guests from Jason Aldean to Tim Tebow to Candace Owens just to name a few. Retirement planning, she believes, should be approachable, empowering—and yes, even a little fun. Beyond the boardroom and the broadcast studio, Charisse’s heart beats for giving back. She founded The Grilled Cheese Foundation to honor the kindness her family once received and to pay it forward to the next generation. Through the Foundation, Charisse is empowering underserved children to discover their passions, nurture their talents, and build the confidence they need to thrive and shape the future they deserve. By funding activities like dance, sports, music, and college scholarships, the Foundation helps young people unlock their potential and pursue dreams they may have once thought were out of reach. Charisse Rivers is more than a retirement planner. She’s a builder of futures, a voice of encouragement, and proof that with the right plan—and the right heart—you can design a life you love well beyond the nine-to-five.
Zinnia Wealth Management revenue & valuation
| Annual revenue | $3,000,000 |
| Revenue per employee | $429,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $9,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Zinnia Wealth Management has 3 employees across 3 departments.
Departments
Number of employees
Funding Data
Zinnia Wealth Management has never raised funding before.
Zinnia Wealth Management Tech Stack
Discover the technologies and tools that power Zinnia Wealth Management's digital infrastructure, from frameworks to analytics platforms.
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Belgium
Canada
Germany
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Frequently asked questions
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