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Top Advisor, Kaufman, States Trust Your Aims Not The Sound
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Rosita "Jo" Kaufman, co-executive manager for 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 in addition to Top Females Advisors list the previous 12 months. She states she owes her success to her modest beginnings.
Kaufman, 61, could be the director that is co-executive of Kaufman Katz Group in Boca Raton, Fla. The firm is shared by her with other Forbes Best-In-State consultant Cindy Katz-Morton. The firm manages $546 million in assets and offers 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 out of the University of Mindanao in Davao City, Philippines. Kaufman place by by herself through college, learned accounting and graduated in 1981.
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Although she had been educated and working, Kaufman sought to flee exactly what she considered an impoverished situation.
When her dad left the responsibility to her mother of 10 kiddies, it forced Kaufman and her siblings to get techniques to create sufficient earnings to manage on their own and every other.
She set her sights regarding the U.S. Plus in December 1983 became a twenty-something Floridian. She took employment at Dade Savings and Loan and later SunTrust Bank being a lender that is commercial. She considered their welcoming household her very own "new household” and claims “I wasn’t bad and we'd meals to eat.