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Team

At Lifestyle Financial Services firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Amanda Best

Executive Assistant

(800) 834-2250

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 per position required interfacing with surviving family...

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Charles Sosa

Executive Vice President

(714) 316-3431

[email protected]

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 Services. He enjoys helping clients...

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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 Services. She graduated from Cal State Fullerton with...

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