Take Inventory - Your Financial Health in 2024: Charisse Rivers

The Catalyst

Want to feel better about your financial future in the New Year, but you don't know where to start? Join us as Charisse Rivers, CEO of Zinnia Wealth Management shares some simple strategies, free resources, and the message that it's never too early or too late to plan for retirement. We also discuss how a singular focus on building her team helped Zinnia land on the Inc. 5000 list of the fastest-growing privately held companies the last three consecutive years.
Nonprofits featured in this Episode: The Grilled Cheese Foundation and the Tim Tebow Foundation
Charisse Rivers
CEO and Financial Planner, Zinnia Wealth Management

Charisse Rivers is a retirement strategist focused on helping people grow, protect, and reduce taxes on their wealth. She has been featured in ABC, FOX, NBC, CBS, InvestmentNews, WealthManagement.com, WSJ, USA Today, and Forbes magazine. She has also authored online articles for CNN Money, Forbes, Fortune, and Annuity 123. She is the 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.

She is also the host of the radio show “Retirement Coffee Talk,” broadcasted every weekend on WSKY 97.3 FM and WXJB 99.9 FM. She was recently chosen as one of the top 40 under 40 advisors in the nation with InvestmentNews and NAIFA-Florida top 4 advisors under 40. As of May 2023, for the 5th year in a row, she was chosen as a Gator100 honoree – recognized as one of the world’s 100 fastest-growing Gator-owned or led businesses. Zinnia Wealth Management has also made the Inc. 5000 list for the last three consecutive years.

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.
The Catalyst is hosted by the Ocala Metro Chamber & Economic Partnership, sponsored by Douglas Law Firm and recorded live at Wiley Productions podcast studios, located in Ocala, Florida. New episodes, guests, and perspectives of leadership premiere twice a month. Follow us on Apple, Amazon, Spotify, or wherever you enjoy podcasts.