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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Kevin Bidenkap, CFP®, ChFC, CLU

Managing Partner/Wealth Advisor

(310) 906-0676

(310) 606-2084

Kevin Bidenkap is currently the lead investment manager at Tortuga Wealth Management, as well as a co-founder. In his role, he is able to provide strategic asset allocation advice utilizing long-term fundamental market analysis.

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Angela Park Sheldon is the lead financial planning manager for Tortuga Wealth Management, as well as co-founder of the firm, with over 15 years of experience. As the lead financial planner for the firm, Ms. Sheldon focuses on...

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The latest financial advisor to join the Tortuga Wealth team is Jeff Weston. He joins us from Morgan Stanley where he managed both individual and retirement plan assets with a socially responsible investing philosophy in mind. He has a...

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Sheila Odnert

Certified Estate Planner/Wealth Advisor

(650) 323-2271

Sheila Odnert joined Tortuga Wealth Management in 2015 and services clients in both Southern California and Northern California. She is based out of Palo Alto, CA and moved up there in 2003 to be closer to her grandchildren.

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