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 ten years, landing on Forbes’ Best-In-State list in 2018 while the Top ladies Advisors list the previous 12 months. She states she owes her success to her beginnings that are humble.
Kaufman, 61, could be the co-executive director associated with the 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 offers asset management 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 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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