Rosita “Jo” Kaufman, co-executive manager of this Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman happens to be 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 previous year. She says she owes her success to her modest beginnings.
Kaufman, 61, may be the co-executive manager associated with the Kaufman Katz Group in Boca Raton, Fla. She shares the company with other Forbes Best-In-State advisor Cindy Katz-Morton. The company manages $546 million in assets and offers asset administration and planning that is financial. Læs videre Top Advisor, Kaufman, Claims Trust Your Aims Not The Sound