Zinnia Wealth Management – The Villages

Zinnia Wealth Management - The Villages is a Wealth Management firm in Wildwood, FL. The company provides financial planning services that include income planning, investment strategies, Social Security maximization, legacy planning, tax planning, estate planning, and retirement‑focused risk management. It serves individuals and families seeking personalized retirement solutions throughout Central Florida, with additional offices in Ocala and Gainesville. The firm’s online rating is 0.00 based on zero customer reviews.

The firm emphasizes a personalized, holistic approach that begins with a comprehensive review of a client’s financial situation, goals, and concerns. Advisors conduct a 360‑degree analysis of income sources, investment portfolios, insurance coverage, estate plans, and tax strategies to identify opportunities for optimization. Leadership includes Charisse Rivers, CEO and financial planner with more than 20 years of experience, and Paul Autodore, a financial planner licensed for insurance, annuities, securities and investment advisory, who brings 14 years of industry experience and a background in advertising, marketing and product development. The team works closely with clients to align financial decisions with lifestyle preferences, health‑care needs and legacy objectives.

Zinnia Wealth Management’s office is located at 4060 FL‑44 in Wildwood. It sits just off Florida’s Turnpike, about 0.7 miles away, and is roughly 0.7 miles from the Village of DeLuna. Warm Springs Avenue and Meggison Road are each about 1.1-1.2 miles distant, as are the Village of St. Johns and Lake Okahumpka Recreation Center, providing easy access to nearby neighborhoods and a local park.

By offering a detailed, client‑centered planning process and drawing on a team with extensive financial and professional expertise, Zinnia Wealth Management delivers comprehensive wealth‑management services tailored to the needs of Wildwood residents. Its focus on individualized retirement design makes it a distinctive resource for the community’s financial well‑being.