Top Advisor, Kaufman, States Trust Your Targets Not The Sound

Top Advisor, Kaufman, States Trust Your Targets Not The Sound

Rosita « Jo » Kaufman, co-executive manager associated with 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 Females Advisors list the previous year. She claims she owes her success to her beginnings that are humble.

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 company manages $546 million in assets and offers asset administration and planning that is financial.

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 by herself through college, 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.

Whenever her daddy left her mom with all the obligation of 10 kids, it forced Kaufman along with her siblings to get how to create sufficient earnings to deal with on their own and every other.

She set her sights regarding the U.S. As well as in December 1983 became a twenty-something Floridian. She took work at Dade Savings and Loan and later SunTrust Bank being a lender that is commercial.

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