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Tortuga Wealth Management

3 reviews

+1 (310) 935-0275

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Photos

Woman owned, fee only based financial advisor as featured in Southbay magazine

Educational webinars with highly respected industry experts

Team of experts: Kevin Bidenkap, CFP™, Angela Park Sheldon CFP™, Jeff Weston, CFP™

One of the two conference rooms

Curated solutions for individuals, business owners, families, and value-based investors

Community Outreach Events with clients & families

1957 W Carson St Ste 100

Torrance, CA 90501

+1 (310) 935-0275

http://www.tortugawealth.com

History

Securities offered through LPL Financial, a Registered Investment Advisor, member SIPC. www.sipc.org. Investment advice offered through Tortuga Wealth Management, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Tortuga Wealth Management is registered to do business, please visit www.tortugawealth.com.

Specialties

Investment management, financial planning. estate planning, college planning, life insurance, income replacement, retirement

Also at this address

Ryan Mansour Enterprises Inc

321 N Vendome LLC

Premier Personnel Service Inc

Accelerated Inheritance LLC

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Reviews

Christine L.

6/10/2024

So happy to have Angela and Kevin on our team along with Christina keeping all of us up to date. Retirement has its own hurdles, but the Tortuga Wealth Management team is keeping us on track to...

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Hank S.

6/3/2011

After a combined 25 yrs at one of the large Wall St. investment firms, they launched their own wealth management firm in May, 2010. Slow and Steady wins the race, hence the name of the firm....

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Nicholas M.

6/6/2016

Kevin and Angela are a fantastic team. Considerate, down to earth, professional and result driven. They are great listeners, and try more to understand the overall picture and help the client,...

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United States›California›Torrance›Tortuga Wealth Management

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