Episode 3 | Rosita Jo Kaufman: Forbes Top Wealth Advisor & Financial Strategist | The Jennifer Valoppi Podcast episode artwork

EPISODE · May 15, 2026 · 45 MIN

Episode 3 | Rosita Jo Kaufman: Forbes Top Wealth Advisor & Financial Strategist | The Jennifer Valoppi Podcast

from Jennifer Valoppi Podcast · host Jennifer Valoppi

She came to America as a mail order bride. Today she's one of the most respected wealth advisors in the country.In Episode 3, Jennifer Valoppi sits down with ROSITA JO KAUFMAN — three-time Forbes Top Women Wealth Advisors honoree and former Executive Director at Morgan Stanley — for one of the most powerful conversations on money, mindset, and resilience you'll hear all year.Rosita grew up in severe poverty in the Philippines. She came to the United States in her twenties with broken English and a dream. She started as a bank teller arriving at 6am every day, became a top car salesperson at a Ford dealership, and went on to graduate #1 in her Wall Street training class — competing against men from Yale and Harvard.In this episode, Rosita opens up about:— The childhood poverty that fueled her ambition— The "sectional sofa moment" that changed her life forever— Coming to America as a mail order bride— Being paid HALF of what male coworkers made— Breaking into Wall Street as a woman and minority— The 15-20% savings rule every woman needs— Why "make more money" is the fastest way to pay off debt— How to handle market crashes without panicking— The mindset shift that builds real generational wealthThis episode is a masterclass in wealth, women, and what it actually takes to win.ABOUT THE GUEST:Rosita Jo Kaufman is a three-time Forbes Top Women Wealth Advisors honoree (2019, 2020, 2021) and former Executive Director and Senior Portfolio Manager at Morgan Stanley with over 30 years of experience in wealth management.🎙️ The Jennifer Valoppi Podcast — Where women learn from leaders.New episodes every Tuesday & Thursday.Follow Jennifer: @jennifervaloppipodcastLearn more: jennifervaloppi.comSupport Women of Tomorrow: womenoftomorrow.orgNew episodes every Tuesday and Thursday. 🎙️ The Jennifer Valoppi Podcast™ Apple Podcasts | Spotify | YouTube Presented by Murray Hill Press, LLC.

Episode metadata supplied by the publisher feed · Published May 15, 2026

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She came to America as a mail order bride. Today she's one of the most respected wealth advisors in the country. In Episode 3, Jennifer Valoppi sits down with ROSITA JO KAUFMAN — three-time Forbes Top Women Wealth Advisors honoree and former Executive Director at Morgan Stanley — for one of the most powerful conversations on money, mindset, and resilience you'll hear all year. Rosita grew up in severe poverty in the Philippines. She came to the United States in her twenties with broken Engl...

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Episode 3 | Rosita Jo Kaufman: Forbes Top Wealth Advisor & Financial Strategist | The Jennifer Valoppi Podcast

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