Rosita “Jo” Kaufman, co-executive manager regarding the Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman happens to be making top consultant listings for over ten years, landing on Forbes’ Best-In-State list in 2018 together with Top Females Advisors list the previous 12 months. She states she owes her success to her humble beginnings.
Kaufman, 61, may be the director that is co-executive of Kaufman Katz Group in Boca Raton, Fla. She shares the company with fellow Forbes Best-In-State advisor Cindy Katz-Morton. The company manages $546 million in assets and offers asset administration and economic preparation solutions.
Kaufman was 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. Continue reading