Remote Jobs at Zinnia Wealth Management

Zinnia Wealth Management

1 - 10 employees

Founded 2007

💸 Finance

💳 Fintech

👥 B2C

Finance • Fintech • B2C

Zinnia Wealth Management is a financial planning firm specializing in retirement planning, investment, and risk management services. They take a personalized approach to assist clients in assessing their financial goals, ensuring a comprehensive strategy that covers tax planning, estate planning, and income generation. With a focus on helping individuals design their ideal retirement, Zinnia Wealth Management offers a variety of tools and resources to create a successful financial future for their clients.