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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 20 years of experience.  As the lead financial planner for the firm, Ms. Sheldon focuses on...

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Jeff 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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Aurora Levchenko

Administrative Assistant

(310) 935-0275

(310) 606-2084

Before joining Tortuga Wealth Management, Aurora Levchenko owned and operated the Levchenko Tennis Shop in Hermosa Beach for 20 years. She has held administrative and managerial positions in the airline, auto, retail, and real estate...

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Marcus Peters, CRPC®

Client Relationship Manager

(310) 504-1112

(310) 606-2084

Marcus is the newest addition at Tortuga Wealth Management, serving as the team’s Client Relationship Manager. He brings with him more than 6 years of experience in Financial Services, first having worked within both...

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