A Family Helping Families
At Lifestyle Financial, we understand the importance of financial planning and preserving a future for yourself and your family. We operate under a goals-based approach to develop plans that are right for you.
We address all aspects of your financial future, including personal investing and estate planning.
Before making recommendations, we take the time to know our clients and craft plans that are as unique as they are.
Personal investing can be scary, which is why we create a safe and inviting environment for our clients to take control of their financial future.
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.
Charles Sosa is a registered representative with, and securities and advisory services are offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.?
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Office: (800) 834-2250
200 Sandpointe Avenue
Santa Ana, CA 92707
Series 7 and 66 held through LPL Financial.
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