Advisers Giving Back: Rita Fiumara and the Financial Literacy Gap Providing Barron’s magazine subscriptions to graduate students at her alma mater is one way Rita Fiumara, a retirement plan specialist at UBS, hopes to help improve financial literacy in the U.S.
Art by Shannon Wright
It seems like more than a coincidence that many of the subjects of the PLANADVISER Advisers Giving Back profile series are also winners of our Top 100 or Retirement Plan Adviser of the Year awards.
After all, people who are highly successful in business are often also generous supporters of charities and philanthropic organizations, and that is certainly true in the retirement plan services industry. To name just a few, leading firms such as SageView, CAPTRUST, Atlanta Retirement Partners and Chepenik Financial have all been named Advisers of the Year while also being highly active in their local, regional and international giving efforts.