Corinna Rose, AFC®

Corinna Rose joined Bell Investment Advisors in 2025 and serves as a Paraplanner. Corinna takes a client-centered approach, with a passion for helping people feel confident and at ease with their finances. She has experience supporting clients with all aspects of planning, including retirement timing, funding for college, gifting, and investment strategies.

As an Accredited Financial Counselor® and a candidate for the CFP® certification, with a Series 65 license and a Certificate in Financial Planning from Bryant University, Corinna combines technical expertise with empathy and attention to detail, ensuring nothing slips through the cracks.

Corinna’s journey into financial planning began during her own family’s search for financial security after she experienced overwhelm running a thriving small photography business. What started as a personal mission to understand saving and investing turned into a lifelong calling to help others align their money with their goals and live with greater freedom and clarity.

Outside of work, Corinna can usually be found with earbuds in, listening to an audiobook on a long run, hiking or exploring the outdoors with her husband and daughters, or experimenting with the latest biohacking trend. She also enjoys decluttering (yes, really!) and giving her time as a volunteer financial coach.