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Meet Angie

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Angie Siritanan

Angie Siritanan

Senior Accountant

Angie Siritanan is the Senior Accountant at Sestante Family Office, where she oversees accounting operations and leads core financial functions across a range of complex entities. With extensive experience in the investment management and family office sectors, she specializes in delivering accurate financial reporting, enhancing operational efficiency, and providing strategic financial oversight to support informed decision-making and sustainable wealth growth.  

Throughout her career, Angie has led transformative, high-impact initiatives, including critical corporate restructuring, the development of startup accounting infrastructure, historical financial cleanups, carried interest accounting restructure, and the implementation of advanced technologies to streamline reporting processes and enhance operational efficiency. Her expertise spans family office accounting, investment fund accounting, partnership accounting, and multi-entity financial management.  

Angie has supported a broad portfolio of ultra-high-net-worth individuals, families, their affiliated entities, leveraging her collaborative leadership and strong relationship-building skills to enhance productivity and efficiency across cross-functional teams. Prior to joining Sestante, she served for 15 years as Senior Financial Accountant at Bardos LLC (formerly CICA, Inc.), a single-family office with international, multi-currency operations and complex wealth management structures.  

Angie holds a Bachelor of Science in Business Administration from California State University – San Marcos. She is known for her meticulous attention to detail, strong analytical acumen, and unwavering dedication to accuracy and integrity in all financial matters.

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1330 Orange Ave, Suite 250
Coronado, CA 92118

(619) 365-4136

Investment advisory services are offered through Sestante Wealth Management, LLC ("SWM"). SWM is an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). SWM provides investment advisory services only in jurisdictions where it is properly registered or exempt from registration. The content on this website is for informational purposes only and does not constitute a solicitation or offer to sell securities or investment advisory services, except where permitted by law. Nothing contained herein should be construed as personalized investment, legal, tax, or accounting advice. All investments involve risk, including the possible loss of principal. Past performance is not a guarantee of future results.

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