Rosita “Jo” Kaufman, co-executive director for the Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman happens to be making top consultant listings for more than ten years, landing on Forbes’ Best-In-State list in 2018 together with Top ladies Advisors list the previous 12 months. She claims she owes her success to her humble beginnings.
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 valuable 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 university, learned accounting and graduated in 1981.
She considered an impoverished situation although she was educated and working, Kaufman sought to escape what. Whenever her daddy left her mom utilizing the obligation of 10 young ones, it forced Kaufman along with her siblings to get approaches to create sufficient earnings to deal with on their own and every other.
She set her places from 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 being a commercial loan provider. She considered their welcoming household her very own “new household” and claims we had meals to eat.“ We wasn’t bad and”