Shalisa Beck, CFP®, CLU®, ChFC®

VP - Financial Consultant

+1 503-385-3798

Financial credentials

  • CERTIFIED FINANCIAL PLANNER™ Certificant
  • Chartered Life Underwriter®
  • Chartered Financial Consultant®
  • Series 6, 7, 22, 24, 63, 65 Securities Licenses
  • Life & Variable Annuity Insurance License, CA Insurance License #0B27845

Experience

31 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2021-present
  • Director, MAPS CU, 2020-2020
  • Sr Financial Specialist, Country Financial, 2018-2020
  • Managing Principal, Waddell & Reed, 2011-2018
  • VP, Futurity First, 2008-2011
  • VP, TIAA-CREF, 2005-2008

Education

  • Bachelor of Science>Business Administration California State University-Fresno

Personal interests and affiliations

  • Rotary Club/ Rotary International
  • Center For Hope and Safety
  • Financial Planning Association

Standard mailing address:

Charles Schwab & Co, Inc
El paso Operation Center
P.O. Box 982600
El Paso, TX 79998

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