Shalisa Beck — Bitcoin & Digital Asset Financial Advisor
Financial Consultant
Contact Shalisa Beck
About Shalisa Beck
Shalisa Beck is a financial advisor based in Canby, OR with credentials including CBDA℠, CFP®, CLU®, ChFC® with Charles Schwab. Their work focuses on Bitcoin and digital asset related planning within a broader approach to wealth management and financial planning.
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.
Areas of Focus
Advisors listed on Bitcoin Wealth Platform commonly work at the intersection of traditional financial planning and Bitcoin or other digital assets. While each advisor has their own practice, typical areas of focus include:
- Helping clients understand how Bitcoin fits within a broader financial or retirement plan
- Coordinating with tax and legal professionals around digital asset implications
- Assessing appropriate Bitcoin position sizes relative to risk tolerance and time horizon
- Long-term wealth preservation and estate considerations
- Education around Bitcoin custody, security, and portfolio impact
- Applying CFP® training to planning conversations that may include digital assets
- Using CBDA℠ knowledge to understand digital asset risks and opportunities
How a Bitcoin Aware Advisor Can Help
A Bitcoin aware financial advisor can help you think through how digital assets interact with the rest of your financial life. This can include conversations about volatility, long-term conviction, tax treatment, retirement implications, and how Bitcoin relates to more traditional investments such as stocks, bonds, and real estate. While services vary by advisor and firm, the goal is usually to bring clarity, reduce blind spots, and align any Bitcoin exposure with your overall goals and risk tolerance.
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.
Verify Shalisa's Credentials
Independently verify registration and licensing through official regulatory databases
Questions to Ask This Advisor
When you speak with Shalisa Beck, you may want to ask questions like:
- How do you view the role of Bitcoin within a diversified financial plan?
- How do you coordinate with my tax or legal professionals if I hold Bitcoin or other digital assets?
- What types of risks should I understand before changing my Bitcoin exposure?
- How are you compensated, and how do you charge for your services?
- Do you work with clients who already hold Bitcoin in self-custody or on exchanges?
- What is your approach to position sizing for Bitcoin within a portfolio?
- How do you stay current with Bitcoin and digital asset developments?
More Advisors in Oregon
Frequently Asked Questions About Bitcoin Wealth Platform
Does Bitcoin Wealth Platform provide investment advice?
No. Bitcoin Wealth Platform is an independent directory that helps you find advisors who may be familiar with Bitcoin and digital assets. All advice is provided by the individual advisors or firms, not by BWP.
How should I evaluate an advisor listed here?
Always review an advisor's regulatory records, background, experience, and compensation model. Use official sources such as SEC IAPD and FINRA BrokerCheck, and ask direct questions about how they work and whom they serve.
Are all advisors on this site Bitcoin experts?
Advisors listed here have indicated some level of familiarity or interest in Bitcoin and digital assets, but their experience and services vary. It is important to confirm their specific experience and capabilities directly with them.
Is working with a Bitcoin aware advisor right for me?
That depends on your situation, goals, and risk tolerance. A conversation with an advisor can help you decide whether and how Bitcoin should be included in your planning, or whether other strategies might be more appropriate.
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.