Our Story

A family owned business helping other families find financial security.

More than two decades ago…

… our firm set out with a singular mission: to help as many families as possible take control of their finances and plan adequately for their future. Our firm was founded by Charles’ grandmother, Laura Copenbarger, who built Lifestyle Financial from the ground up. Her hard work and dedication motivated Charles to join the family business, and today they address an underserved area of the market — financial advisors who put their clients first.

We run the firm with the same values that inspired us to pursue this industry all those years back: service, transparency, and trust. We strive to pass these values onto our clients every day. As a result, our client relationships often span multiple generations and the fruits of our labor are enjoyed for lifetimes.

We have built our practice around helping families with all of their financial concerns and providing a safe, comfortable environment for them. Financial planning, legacy planning, and education are at the heart of our firm and we offer clients a high-touch, personal process. Contact us today to get started.

We are very proud of our team and the work we have done for our clients.

Big Moments for Us

We’ve had a lot of big moments throughout our journey and it’s important to remember where you came from when looking forward. We would like to share some of our defining moments with you.

  • 2006

    Charles joined Lifestyle Financial

  • 2011

    Amanda joined Lifestyle Financial


  • 2017

    Lifestyle Financial partners with Securities America

  • 2018

    Lifestyle Financial moves into new offices in Santa Ana, CA


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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.

Charles Sosa and Zachary Rayman are 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.

Contact Us

Lifestyle Financial

Office: (800) 834-2250
Fax: 949-241-8569

200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7 and 66 held through LPL Financial.

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