Rosita "Jo" Kaufman, co-executive director regarding the Kaufman Katz Group in Boca Raton, Fla.
Financial advisor Rosita “Jo” Kaufman happens to be making top consultant listings for over 10 years, landing on Forbes' Best-In-State list in 2018 plus the Top ladies Advisors list the previous 12 months. She states she owes her success to her beginnings that are humble.
Kaufman, 61, could be the co-executive manager associated with Kaufman Katz Group in Boca Raton, Fla. She shares the firm with other Forbes Best-In-State advisor Cindy Katz-Morton. The company manages $546 million in assets and offers asset administration and financial preparation solutions.