Delivering insightful advice Building on a foundation of trust

Rita Fiumara, CIMA®, CRPS®

Senior Vice President - Investments
Chartered Retirement Plans Specialist (CRPS®)
Certified Investment Management Analyst (CIMA®)
Institutional Consultant, UBS Institutional Consulting


800-621-0684 ext. 4593




UBS Financial Services Inc.
One North Wacker Drive
25th And 26th
Chicago, IL 60606

With today's retirement plan landscape marked by ongoing change, it all adds up to a greater focus on fiduciary responsibility and new management challenges for plan sponsors.

I take a collaborative approach to helping you address these challenges. And, working together, I can chart a path to help you manage plan complexity. I am on the front lines of the new retirement, and I stand ready to help you and your participants meet the challenges of today's world.

Rita Fiumara has been recognized as an industry leader.

  • PLANADVISER Top 100 Retirement Plan Advisors, 2017
  • Financial Times Top 401 Retirement Plan Advisors, 2015, 2016, 2017










UBS Retirement Plan Consulting Services

UBS Financial Wellness Center