Shalisa Beck — Bitcoin & Digital Asset Financial Advisor
Financial Consultant
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About Shalisa Beck
Shalisa Beck is a trusted Bitcoin and digital asset financial advisor serving clients in Canby, OR. With expertise in cryptocurrency wealth management, Bitcoin portfolio allocation, and crypto tax planning, Shalisa helps high-net-worth individuals and families navigate the complexities of digital asset investing while integrating Bitcoin into comprehensive financial and retirement planning strategies.
Shalisa Beck is a dedicated Financial Consultant at Charles Schwab, where she specializes in helping clients cultivate a brighter financial future. With a focus on personalized wealth management, Shalisa guides her clients through the intricacies of investing, portfolio analysis, and college planning, ensuring they have a comprehensive strategy tailored to their unique needs and goals.
Throughout her career, Shalisa has developed a reputation for her collaborative approach, working closely with clients to understand their aspirations and challenges. Her commitment to excellence is reflected in her ability to simplify complex financial concepts, empowering clients to make informed decisions about their financial lives.
Shalisa holds several industry-recognized qualifications that underscore her expertise in wealth management. Her passion for finance, combined with her extensive knowledge, allows her to deliver exceptional service and insightful guidance to those she serves.
Outside of her professional endeavors, Shalisa enjoys spending time with her family and exploring new hiking trails, embracing the importance of work-life balance.
Credentials & Licenses
Why You Can Trust Shalisa
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
33+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Canby, OR and surrounding areas
Charles Schwab
Important: Always verify advisor credentials and registrations through official sources such as FINRA BrokerCheck or the SEC Investment Adviser Public Disclosure database.
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Important Disclaimer: Shalisa Beck is solely responsible for any advice they provide. Bitcoin Wealth Platform (BWP) is an independent directory and does not provide individualized investment, tax, or legal advice. Digital assets, including Bitcoin and other cryptocurrencies, involve risk of loss. Always confirm licensing and registrations (FINRA/SEC/state) before engaging any advisor. For more information, please review our full disclaimer.