2019 CAPPO Conference

Charles Sosa
Executive Vice President
Lifestyle Financial Services


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, Health and Long Term Care Insurance licenses. 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. 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. 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.

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