Corinna Teng

Planning Consultant - Financial Planning at Fidelity

Corinna Teng is a financial planning professional currently serving as a Planning Consultant at Fidelity Investments since December 2022. In this role, Corinna partners with clients to create personalized financial plans for retirement and beyond, while also conducting analyses and supporting wealth management reviews. Prior to Fidelity, Corinna held the position of Assistant Vice President and Complex Risk Officer at Morgan Stanley, overseeing compliance and risk functions for the San Francisco/Hawaii region. At First Republic Private Wealth Management, Corinna was the Senior Associate and Team Lead, managing the West Coast team and approving various client-related processes. Experience also includes roles as an Analyst in Corporate and Consumer Client Services at First Republic Bank, and as a Finance Intern in Wealth Management at Morgan Stanley. Corinna holds a Bachelor of Science degree in Managerial Economics from the University of California, Davis, and graduated from Westmoor High School.

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