Delilah is an experienced financial services assistant with a diverse background in accounting, financial planning, and office management. A graduate from Chapman University, she is a CPA* and Notary Public, providing essential support to both individual and business clients in navigating their financial landscapes
Currently Delilah manages the office and plays a key role in overseeing day-to-day operations and ensuring the smooth functioning of the office. She also provides invaluable assistance in managing financial planning activities and client relations. With a strong foundation in accounting, compliance, and client service, Delilah ensures that all processes are efficient, organized, and client-focused.
*Licensed but not practicing.