Zinnia Wealth Management (operating fiduciary investment advisory services through Zinnia Wealth Advisory, LLC, an SEC-registered Investment Adviser, CRD #295122, SEC File #801-132847) is a dedicated North Central Florida retirement income, tax-reduction, and wealth preservation practice with its Gainesville office at 2610 NW 43rd Street, Suite 1D in the Thornebrook / Millhopper corridor (32606). Founded and led by CEO and Chief Compliance Officer Charisse Rivers (CRD #6570638), host of the regional 'Retirement Coffee Talk' educational broadcast, the firm specializes in comprehensive retirement income engineering for University of Florida (UF), UF Health Shands, and Florida Retirement System (FRS) retirees—integrating FRS Pension vs. Investment Plan and DROP elections, UF ORP and 403(b) rollovers, Social Security and Medicare IRMAA optimization, and healthcare and long-term care longevity planning.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Zinnia Wealth Advisory, LLC (CRD #295122); SEC IAPD Individual Profile — Charisse Rivers (CRD #6570638); Zinnia Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-132847; independent SEC-registered fiduciary RIA with a Gainesville branch at 2610 NW 43rd Street, Suite 1D, Gainesville, FL 32606.
Issuer: SEC IAPD
Notes: Founded and led by CEO & CCO Charisse Rivers (CRD #6570638), providing fiduciary retirement income and tax-strategy planning across Alachua County.
Factual details and direct answers about Zinnia Wealth Management (Zinnia Wealth Advisory, LLC)'s services, licensing, and credentials.
Is Zinnia Wealth Management in Gainesville an SEC-registered fiduciary investment adviser?
Yes. Zinnia Wealth Management delivers fiduciary investment advisory services through Zinnia Wealth Advisory, LLC (CRD #295122, SEC File #801-132847), an SEC-registered Investment Adviser led by Founder, CEO, and CCO Charisse Rivers (CRD #6570638).
How does Zinnia Wealth Management help UF, Santa Fe College, and Alachua County public employees transition into retirement?
From its office at 2610 NW 43rd Street, Suite 1D in Gainesville, the team analyzes Florida Retirement System (FRS) Pension survivor payout options, FRS DROP lump-sum rollovers, and University of Florida ORP, 403(b), and 457(b) accounts, structuring predictable monthly retirement paychecks while minimizing lifetime federal income taxes.
Does Zinnia Wealth Management coordinate property tax, healthcare, and long-term care planning for Gainesville seniors?
Yes. Advisors integrate Medicare Part B/D IRMAA bracket management, long-term care and CCRC cost projections (including Oak Hammock at UF and The Village at Gainesville), and Alachua County Property Appraiser (515 N Main St, Ste 200, Gainesville) Homestead Exemption and Save Our Homes portability reminders into a unified retirement roadmap.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.