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... Read more Charles Sosa Executive Vice President (714) 316-3431 firstname.lastname@example.org 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... Read more 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... Read more Have a Question? Name Email Address Question Thank you! Oops!