San Jose, CA 1737 N First Street Office

Zachary Rayman is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 license and eight years of industry experience. His prior work includes roles at Bank of America and Merrill. Outside of his advisory work, he is an agent selling life, health, and disability insurance. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management and a variety of model portfolios and research resources.

Charles Sosa is a financial advisor with LPL Financial in San Jose, CA, holding a Series 66 credential and 16 years of industry experience. His prior work includes roles at Securities America Advisors, National Planning Corporation, and Lifestyle Financial Services, the latter of which he continues to operate as a non-variable insurance business. He is also associated with a non-investment entity, Integrated Wealth Solutions, and an Altera Corp subsidiary related to Big Bear Mountain Resorts. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.