Rosita “Jo” Kaufman, co-executive manager associated with the Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman happens to be making top advisor listings for more than a ten 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 director that is co-executive of Kaufman Katz Group in Boca Raton, Fla. She shares the company with other Forbes Best-In-State advisor Cindy Katz-Morton. The company manages $546 million in assets and offers asset administration and planning that is financial.
Kaufman was a secured 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.
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She considered an impoverished situation although she was educated and working, Kaufman sought to escape what.
When her dad left her mom because of the obligation of 10 young ones, it forced Kaufman along with her siblings to get approaches to produce sufficient earnings to deal with on their own and every other. Continue reading