Rosita “Jo” Kaufman arrived in America from the Philippines as a mail-order bride. Now, she is one of the best-in-state wealth advisors 2019
Although she was educated and working, Kaufman sought to escape what she considered an impoverished situation. When her father left her mother with the responsibility of 10 children, it forced Kaufman and her siblings to find ways to generate enough income to take care of themselves and each other.
Her then-husband worked in banking too and eventually opted into Prudential Securities’s advisor training program. One year, in 1988, he asked Rosita to make cold calls with him, given her skills in sales. They found she had a knack for it and the couple started their own brokerage under Prudential in 1990, which they sold two years later. In 1993, Jo joined Prudential's financial advisor training program.
“When I hear clients thanking me for being there for them in their journey then I know that’s what separates me from the others,” said Kaufman. “I continue to make sure that clients are wowed and have that security from my group.”
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