Advisors at this firm
Kevin B
CFP®, ChFC®, Series 63
Torrance, CA
Tortuga Wealth Management
Kevin Bidenkap is a CFP® and ChFC® with 31 years of industry experience. He has been with Tortuga Wealth Management since 2010 and is also affiliated with LPL Financial. He serves as a for-profit board member of Quick Class, Inc. Tortuga Wealth Management advises individuals and high-net-worth clients, providing financial planning, consulting, and discretionary portfolio management. The firm manages approximately $223 million in discretionary assets and uses a combination of fundamental and technical analysis across a range of investment strategies, delivering services primarily through LPL Financial–sponsored programs and its own wrap fee offering.
Christine C
Series 66
Torrance, CA
Tortuga Wealth Management
Christine Chui is a financial advisor at Tortuga Wealth Management with 19 years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2014 in various capacities. Outside of her advisory work, she is involved in managing family real estate holdings and serves as a trustee for a family trust. Tortuga Wealth Management serves individual and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis and utilizes multiple LPL Financial program platforms to deliver asset management primarily through wrapped accounts.
Angela S
CFP®, Series 66
Torrance, CA
Tortuga Wealth Management
Angela Sheldon is a CFP® and holds a Series 66 license with 24 years of industry experience. She has been with Tortuga Wealth Management since 2010, working alongside the team in Torrance, CA. Tortuga Wealth Management advises individuals and high-net-worth clients, offering financial planning, consulting, and discretionary portfolio management. The firm employs a combination of fundamental and technical analysis and utilizes multiple LPL Financial–sponsored programs alongside its own wrap fee offering.
Jeffrey W
Series 66
Torrance, CA
Tortuga Wealth Management
Jeffrey Weston is a financial advisor with LPL Financial in Torrance, CA, holding a Series 66 designation and 12 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank before joining LPL Financial and founding Tortuga Wealth Management, where he provides independent investment advisory services. Weston also serves as a board member of the Kaena Foundation, a nonprofit organization. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.