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 more than 10 years, landing on Forbes’ Best-In-State list in 2018 and also the Top ladies Advisors list the previous 12 months. She claims she owes her success to her modest beginnings.
Kaufman, 61, could be the co-executive director of this 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 secured item gatherer since she worked at ISLA Industrial Bank in Cebu City, Philippines fresh from the University of Mindanao in Davao City, Philippines. Continue reading “Top Advisor, Kaufman, States Trust Your Targets Not The Sound”