Oregon is home to a growing community of Bitcoin-savvy financial advisors who help investors navigate cryptocurrency wealth management. Our vetted professionals understand the unique regulatory environment and investment landscape of Oregon, providing expert guidance on Bitcoin portfolio allocation, tax strategies, custody solutions, and estate planning for high-net-worth individuals.
Certified Bitcoin Financial Advisors in Oregon
Shalisa Beck
Financial Consultant
Canby, OR
CBDA℠CFP®CLU®
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.