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

phone

312-525-4593
800-621-0684 ext. 4593



phone

312-525-4678





address

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



Insights

 
 

 

 

 

 
 

 

 

 

UBS Retirement Plan Consulting Services

UBS Financial Wellness Center