CAPPO 2020

Charles Sosa

Cophenbarger & Cophenbarger LLP


Charles G. Sosa 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 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. Outside the office, Charles enjoys spending his afternoon’s barbequing with his family and friends. He also enjoys flying.

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