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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.

Home/Find Advisors/Oregon/Shalisa Beck

Shalisa Beck — Bitcoin & Digital Asset Financial Advisor

Last updated November 3, 2025

Financial Consultant

CBDA℠CFP®CLU®ChFC®

Canby, OR

Contact Shalisa Beck

shalisa.beck@schwab.com 503-385-3798 schwab.com

About Shalisa Beck

Shalisa Beck serves clients in Canby, OR as a financial advisor with experience across retirement planning, investments, and Bitcoin oriented conversations.

A frequent topic in planning conversations is the role Bitcoin can play alongside more traditional investments.

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

Financial advisors in this directory typically combine conventional planning expertise with knowledge of Bitcoin and digital asset considerations. Common areas include portfolio integration, tax coordination, risk assessment, wealth preservation, and Bitcoin custody education.

How a Bitcoin Aware Advisor Can Help

Working with a Bitcoin knowledgeable advisor can provide clarity on how digital assets fit within your overall wealth strategy. This includes conversations about volatility, tax treatment, retirement planning, and how Bitcoin fits alongside traditional investments.

Credentials & Licenses

CBDA℠CFP®CLU®ChFC®

Why You Can Trust Shalisa

Verified credentials and professional qualifications

Professional Credentials

CBDA℠CFP®CLU®ChFC®

Licensed and certified to provide financial advisory services

Years of Experience

33+ Years Experience in financial advisory and wealth management

Fiduciary Duty

Acts as a fiduciary, legally obligated to put your interests first

Service Area

Serving clients in Canby, OR and surrounding areas

Firm Affiliation

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

SEC/FINRA CRD Number

1918112

Important: Always independently verify an advisor's credentials, registration status, and disciplinary history before engaging their services. The link above connects directly to the official SEC Investment Adviser Public Disclosure database.

Questions to Ask This Advisor

Important questions to discuss with Shalisa Beck include: Consider questions about their Bitcoin philosophy, experience, services, fees, and how they coordinate with tax and legal professionals.

Related Advisor Directories

Explore other Bitcoin financial advisors and professionals in your area or with similar credentials:

Frequently Asked Questions About Bitcoin Wealth Platform

Bitcoin Wealth Platform is an independent directory, not an advisory firm. We help connect you with Bitcoin aware advisors but do not provide investment advice.

Planning Tools

If you'd like to explore future-value or retirement scenarios before speaking with an advisor, you can use our Bitcoin planning calculators.

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.

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