Charles Sosa

Charles Sosa is a seasoned financial professional currently serving as a Financial Advisor at LPL Financial since December 2021, while also holding the position of Ski Patrol at Big Bear Mountain Resort since November 2020. As Chief Executive Officer of Lifestyle Financial since July 2019, Charles has an extensive background in financial advisory roles, previously working at Securities America Inc. and National Planning Corporation. Charles's career spans various roles within Lifestyle Financial Services, demonstrating a progressive trajectory from Executive Assistant to Executive Vice President. An education in finance and economics includes a Bachelor's degree from Grand Canyon University and ongoing pursuit of a Master's degree in Financial Planning from Creighton University.