Rosita “Jo” Kaufman, co-executive manager for the Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman was making top advisor listings for more than ten years, landing on Forbes’ Best-In-State list in 2018 plus the Top Women Advisors list the previous 12 months. She states she owes her success to her modest beginnings.
Kaufman, 61, may be the co-executive manager regarding the 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 happens to be a secured item gatherer since she worked at ISLA Industrial Bank in Cebu City, Philippines fresh from the University of Mindanao in Davao City, Philippines. Kaufman place herself through university, studied accounting and graduated in 1981.
She considered an impoverished situation although she was educated and working, Kaufman sought to escape what. Whenever her dad left the responsibility to her mother of 10 kids, it forced Kaufman and her siblings discover methods to produce sufficient earnings to deal with on their own and every other.
She set her places in 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 as a commercial loan provider. She considered their welcoming household her very own “new household” and claims “I wasn’t poor and we’d meals to eat.”