Angela Park Sheldon is the primary advanced estate planning advisor for Tortuga Wealth Management, as well as co-founder of the firm, with over 22 years of experience. Ms. Sheldon focuses on overseeing the entire financial planning process, with an emphasis on multi-generation wealth transfer planning. This area of expertise utilizes tools that require her to work closely with estate planning attorneys and charitable gifting strategies.
Ms. Sheldon was awarded the CERTIFIED FINANCIAL PLANNER ™ by the Certified Financial Planning Board of Standards, Inc. in 2006 and in 2022 passed several accredited estate planning exams that allows for more complex estate planning work. 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 and Torrance Memorial’s Young Physicians and Professionals Alliance, Board Member for Providence Trinity Care Hospice Foundation, UCLA Alumni Association, Girl Scouts Troop Leader and Fundraising Co-Coordinator for Valor Academy PTF Board. 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.