Rosita “Jo” Kaufman, co-executive manager regarding the Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman is making top consultant listings for over 10 years, landing on Forbes’ Best-In-State list in 2018 together with Top Females Advisors list the previous 12 months. She states she owes her success to her beginnings that are humble.
Kaufman, 61, may be the co-executive manager associated with the Kaufman Katz Group in Boca Raton, Fla. She shares the firm with fellow Forbes Best-In-State consultant Cindy Katz-Morton. The company manages $546 million in assets and offers asset administration and planning that is financial.
Kaufman happens to be a valuable asset gatherer since she worked at ISLA Industrial Bank in Cebu City, Philippines fresh out from the University of Mindanao in Davao City, Philippines. Kaufman place by by herself through university, learned accounting and graduated in 1981.
She considered an impoverished situation although she was educated and working, Kaufman sought to escape what. Whenever her daddy left her mom with all the duty of 10 young ones, it forced Kaufman along with her siblings to get approaches to produce sufficient earnings to manage by themselves and every other.
She set her places on the U.S. as well as in December 1983 became a twenty-something Floridian. (more…)