As the Senior Relationship Manager and Director of Financial Planning at Vantage Wealth, DeLynn leads the firm’s financial planning efforts with a deep commitment to helping clients identify, clarify, and achieve their most important financial goals. Her passion for financial planning drives her to thoroughly understand each client’s unique financial situation, ensuring personalized strategies that align with their aspirations.
DeLynn’s career began at Deloitte & Touche in Los Angeles, where she earned her CPA credential (inactive). She later transitioned into private industry, holding key accounting roles such as Accounting Manager at William E. Simon and Sons Realty and Controller for Maly’s of California, Inc., a fast-growing distribution firm. DeLynn also brings extensive wealth management advisory experience from her positions at Morgan Stanley, HSBC Securities, Inc., and D.A. Davidson & Co.
DeLynn earned her Bachelor of Arts in Economics with an Emphasis in Accounting from the University of California, Santa Barbara, and holds the Certified Financial Planner (CFP) certification. In addition to her professional work, DeLynn is an active community member, serving as a Board member for the Community Foundation of the Verdugos. She also regularly participates in the Financial Planning Association and the Glendale Estate Planning Council, contributing her expertise and staying engaged in the evolving world of financial planning
