Delia Lalchan

DELIA LALCHAN

Senior Manager, Family Office

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Delia Lalchan graduated high school early and immediately began working as an Accounts Payable Clerk.  Once determining that she wanted to pursue a career in accounting, she completed her Bachelor’s Degree while simultaneously working as a Bookkeeper.   Following college, she obtained her CPA certification and gained experience working with small boutique multi-family offices, Fortune 500 companies, and Big 4 accounting firms.  Delia joined CDL in 2015 after relocating to West Palm Beach from Sunrise, FL.

  • Areas of Experience

  • High Net Worth Individuals
  • High Net Worth Families
  • Fiduciary Accounting
  • Individual and Flowthrough Tax Preparation
  • Estate Planning
  • Securitization & Finance
  • Financial Statement Preparation
  • Investment Reporting & Analysis
  • Certifications

  • Georgia CPA
  • Professional and Civic Affiliations

  • Florida Institute of Certified Public Accountants (FICPA)
  • Education

  • University of Phoenix, Master Degree in Educational Studies
  • Florida Atlantic University, Bachelor of Science in Accounting