Delivering insightful advice Building on a foundation of trust

Lucia Rita Fiumara, CIMA®, CRPS®

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

Visit L. Rita Fiumara, CIMA®, CRPS®




UBS Financial Services Inc.
One North Wacker Drive
32nd And 33rd
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.

  • Barron's Top 100 Women Advisors, 2018
  • NAPA Top Women Advisor List, 2017
  • PLANADVISER Top 100 Retirement Plan Advisors, 2017
  • Financial Times Top 401 Retirement Plan Advisors, 2015, 2016, 2017, 2018, 2019


UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services

UBS Financial Wellness Center

UBS Financial Wellness Center