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.

  • 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



Insights

UBS Retirement Plan Consulting Services

UBS Retirement Plan Consulting Services

UBS Financial Wellness Center

UBS Financial Wellness Center