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 overseeing the entire financial planning process, which covers multiple aspects of a client’s life. As the firm’s insurance specialist, she is responsible for managing all analysis focusing on a client’s individual retirement income, financial and estate planning strategies. She focuses on creating a holistic solution for clients – individuals and businesses alike.
Ms. Sheldon was awarded the CERTIFIED FINANCIAL PLANNER ™ by the Certified Financial Planning Board of Standards, Inc in 2006. Prior to founding Tortuga Wealth Management with Mr. Bidenkap in 2010, she was a financial advisor and retirement planning specialist with Citi Smith Barney and Morgan Stanley.
Ms. Sheldon earned her Bachelor of Arts in History at the University of California, Los Angeles (UCLA) in 1998. As a firm believer of giving back to the community, she is actively involved as a member and volunteer of Sandpipers, on the executive committee of Torrance Memorial’s Young Physicians and Professionals Alliance, Finance Committee Board Member for TrinityCare Hospice, UCLA Alumni Association, and Alpha Chi Omega. She resides in Torrance, CA with her husband, 2 kids, and a big black dog.
Angela Park Sheldon is a Wealth Advisor with, and securities offered through LPL Financial, Member FINRA/SIPC.