Our Team

Charles Sosa

Executive Vice President

Charles has been in the financial industry for over 10 years and uses his extensive experience to meet with clients, conduct reviews, and help his clients pursue their goals at Lifestyle Financial. He enjoys helping clients find solutions to their various financial issues and watching their hard work pay off. He has a degree in Finance and Economics and holds his Series 7 and 66 securities registrations, Life, Heath and Long Term Care Insurance licenses.

One thing that differentiates Charles from other advisors is that he is an Eagle Scout, the highest designation offered through Boy Scouts of America. As an Eagle Scout, he holds himself to a high standard of values, contributes to the lives of others, and operates with integrity and respect. He is also still active with the organization and is currently serving as the Committee Chairman of the local Cub Scout pack. Charles’ Eagle Scout values of being trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean, and reverent shine through when he works with clients.

Charles sometimes tells his clients that he has always been interested in pursuing a career of helping others, even from a young age. When he was younger, he volunteered with the Los Angeles County Fire Department. He even went through an academy and was nominated as the Battalion 4 Explorer of the Year. Although he didn’t end up being a firefighter (and doesn’t get to swing axes or break down doors!), he believes that the same drive to help people drew him to the financial industry.

Outside of the office, Charles enjoys spending his afternoon’s barbequing with his family and friends. He also enjoys flying, and the serenity he feels when he’s up in the clouds.

(800) 834-2250 ext. 2

charles.sosa@securitiesamerica.com

Laura M. Copenbarger

President/Founding Partner

Laura has been in the financial industry for almost 30 years and throughout her career she has worked at large insurance companies, brokerage firms, and founded Lifestyle Financial. She graduated from Cal State Fullerton with a degree in Business with a concentration in finance, she has a Certified Financial Planner™ designation, and has her Series 6, 63, and 7 securities registrations, Life Insurance, Property, Health & Casualty, Long Term Care and Variable Life licenses.

Laura uses all of her knowledge and experience to help clients organize their financial and investment worlds and create a feasible life plan that works for them. She specializes in retirement planning and enjoys watching individuals and organizations meet their goals and objectives. She learned at an early age that in whatever you do, it’s important to pay attention to details and always treat people with respect. Her clients benefit from this attitude every day. She can’t imagine working in any other industry and is passionate about what she does.

When not in the office, Laura enjoys spending as much time with family as possible, going to Disneyland, traveling, cooking, and — with her limited free time — sewing. She is a past member of the board of the Olive Crest Treatment Center for Abused Children and California Baptist College.

(800) 834-2250 ext. 1

laura.copenbarger@securitiesamerica.com

Amanda Best

Executive Assistant

Amanda manages our office.  For several years she worked at the Copenbarger & Copenbarger LLP law firm as a paralegal in the Trust Administration Department.  During that time her position required interfacing with surviving family members after the loss of a loved one, and allocating financial assets according to the instructions in the trust documents.  She has more than 6 years’ experience working at Lifestyle Financial.  She holds a series 6 and 63 securities registrations, as well as Life, Health and Long Term Care licenses. She is attentive to making sure all transactions are timely and our clients get the service they deserve.  In a paperless world, she makes sure all accounts are property opened. She believes she got her drive, work ethic, and family values from her father, who she considers her hero.

Amanda graduated with a degree in paralegal studies from Cerritos College and is a notary public. If she weren’t an executive assistant, she would be a professional chef because she loves cooking for her family and friends. Outside of the office, she enjoys swimming, watching movies, and reading. But above all else, her favorite type of weekend is a weekend spent at Disneyland.

(800) 834-2250 ext. 3

amanda.best@securitiesamerica.com

Join Our Newsletter

This contact form is deactivated because you refused to accept Google reCaptcha service which is necessary to validate any messages sent by the form.

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.

Securities offered through Securities America, Inc. Member FINRA/SIPC. Advisory services offered through Securities America Advisors. Lifestyle Financial is not affiliated with the Securities America companies.

This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.

Alternative investments provide investors with exposure to markets and investment strategies that cannot be accessed through traditional fixed income and equity markets (such as real estate, commodity or natural resources). Investing in these investments is speculative, not suitable for all clients, and intended for experienced and sophisticated investors who are willing to bear the high economic risks of the investments.

Contact Us

Lifestyle Financial

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

200 Sandpointe Avenue
Suite 160
Santa Ana, CA 92707
Series 7, 66

Send an Email

Website developed & maintained by UpTree Group, LLC.