Rosita „Jo“ Kaufman, co-executive manager of this Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman happens to be making top consultant listings for over ten years, landing on Forbes‘ Best-In-State list in 2018 additionally the Top Females Advisors list the year that is previous. She claims she owes her success to her beginnings that are humble.
Kaufman, 61, could be the co-executive director regarding the Kaufman Katz Group in Boca Raton, Fla. She shares the company 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 was a valuable asset gatherer since she worked at ISLA Industrial Bank in Cebu City, Philippines fresh from the University of Mindanao in Davao City, Philippines. Kaufman place herself through college, studied accounting and graduated in 1981.
She considered an impoverished situation although she was educated and working, Kaufman sought to escape what. Whenever her dad left the responsibility to her mother of 10 kiddies, it forced Kaufman along with her siblings to locate approaches to produce enough earnings to deal with by themselves and every other. „Top Advisor, Kaufman, Claims Trust Your Aims Not The Sound“ weiterlesen