Rosita «Jo» Kaufman, co-executive manager associated with Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman was making top advisor listings for more than a ten years, landing on Forbes’ Best-In-State list in 2018 additionally the Top ladies 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. 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 economic preparation solutions.
Kaufman was a valuable 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 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.
Whenever her dad left her mom using the duty of 10 kids, it forced Kaufman along with her siblings to get approaches to create sufficient income to manage on their own and every other.
She set her places in 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. […]