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 plus the Top ladies Advisors list the previous 12 months. She claims 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 consultant Cindy Katz-Morton. The company manages $546 million in assets and provides asset administration and economic preparation solutions.
Kaufman happens to be a secured 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 by herself through university, studied accounting and graduated in 1981.
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Although she had been educated and dealing, Kaufman desired to flee just what she considered an impoverished situation.
Whenever her daddy left the responsibility to her mother of 10 kiddies, 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 regarding the U.S. Plus in December 1983 became a twenty-something Floridian. She took work at Dade Savings and Loan and later SunTrust Bank being a commercial loan provider.