Zinnia Wealth Management (operating as Zinnia Wealth Advisory, LLC) is an SEC-registered investment advisory firm headquartered in southwest Ocala, Florida. Founded by CEO Charisse Rivers alongside financial planner Paul Autodore, the practice specializes in helping Ocala and North Central Florida retirees coordinate retirement income streams, tax-efficient withdrawals, healthcare and long-term care costs, and legacy estate plans.
Official Verification Sources: SEC Investment Adviser Public Disclosure (IAPD); Zinnia Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: Zinnia Wealth Advisory, LLC (SEC File #801-132847); led by Founder & CEO Charisse Rivers (CRD #6570638) and Financial Planner Paul William Autodore Jr. (CRD #6394436).
Factual details and direct answers about Zinnia Wealth Management's services, licensing, and credentials.
How is Zinnia Wealth Management registered with the SEC?
The firm operates through its registered investment adviser entity, Zinnia Wealth Advisory, LLC, which is registered with the U.S. Securities and Exchange Commission under CRD #295122 and SEC File #801-132847.
What retirement services does Zinnia Wealth Management provide for Marion County seniors?
Led by Founder Charisse Rivers and Financial Planner Paul Autodore, the firm builds written retirement roadmaps covering lifetime income, tax-efficient IRA drawdowns, Social Security timing, long-term care planning, and estate coordination.
Where is Zinnia Wealth Management's Ocala headquarters located?
The firm's main office is located at 3220 SW 33rd Road in Ocala, Florida 34474, near the SW College Road and Paddock Park corridor.
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