Top Advisor, Kaufman, States Trust Your Aims Not The Sound

Top Advisor, Kaufman, States Trust Your Aims Not The Sound

Rosita «Jo» Kaufman, co-executive manager of this Kaufman Katz Group in Boca Raton, Fla.

Financial advisor Rosita “Jo” Kaufman was making top consultant listings for more than a ten years, landing on Forbes’ Best-In-State list in 2018 and also the Top Females Advisors list the year that is previous. She claims she owes her success to her modest beginnings.

Kaufman, 61, may 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 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. Fortsett å lese «Top Advisor, Kaufman, States Trust Your Aims Not The Sound»