Bachelor of Science

Tallus Capital Management - Financial Advisor in Oregon City, OR | WiserAdvisor.com

Tallus Capital Management is an independent financial planning firm founded on December 1, 2012. Based in the Portland metro area, we provide client-centered financial planning built around a structured, personalized process, not one-size-fits-all recommendations.

Tallus Capital Management

<brb> Jeff Pisan, CFP&reg;, AAMS&reg; has over 15 years of experience in the field of financial planning. Jeff joined Tallus Capital Management in 2012 after holding positions previously at Edward Jones and Merrill Lynch/Bank of America. Jeff has extensive experience in personal financial planning including charitable giving, management of assets, creating financial plans prior to as well as in retirement, and insurance. Jeff works closely with CPA's and attorneys as a valuable team resource in the planning process. Jeff received his Bachelors of Science degree in Managerial Economics from Oregon State University with a minor in Business Administration. Jeff graduated in three years with Magna Cum Laude honors. He completed his Accredited Asset Management Specialist designation through the College for Financial Planning. Jeff currently holds his Life, Disability and Variable Annuity license with the State of Oregon. Jeff believes strongly in taking the time to listen to his clients to truly understand their goals and objectives. This is crucial to providing sound investment advice. He strives to maintain trust and deliver a top notch client service experience.

Nelson Larson has completed the licensing requirements to launch his career in financial advising. With a strong foundation in leadership and relationship-building, he is committed to helping clients navigate their financial journeys with confidence and clarity.

Drawing on years of experience in youth soccer&#8212;where he excelled as a coach, educator, administrator, and director&#8212;Nelson developed a talent for guiding individuals toward their goals, fostering collaboration, and building trusting relationships. These skills are essential in financial advising and reflect his passion for helping others succeed by creating personalized strategies to overcome unique challenges.

A graduate of Hastings College with a Bachelor's degree in Marketing, Nelson has a sharp understanding of planning and problem-solving. His commitment to professional growth is evident in the many certifications he earned while coaching and educating throughout his soccer career.

Originally from Wyoming, Nelson has called Oregon home since 2003. In his free time, he enjoys outdoor activities, reading, and spending time with his wife, Jenny, and their two daughters, Gia and Mila.

We believe good financial decisions come from clarity, structure, and ongoing guidance. Our financial planning process is designed to bring organization to complexity and confidence to decision-makingno matter your stage of life.

A financial plan is considered vital when working towards your goals. An effective plan goes beyond the realm of saving, budgeting, and investing. It also considers other elements of your financial picture, including insurance planning, tax planning, retirement planning, estate planning, and much more.

Our process is intentional and collaborative. It provides structure while remaining flexible enough to adapt as your life and priorities change.

We believe in a simple, thoughtful approach to portfolio management.  The Tallus Investment Policy Committee, which meets quarterly, considers economic, political, and market factors when reviewing our investments. The committee reviews all available data and resources to make mindful decisions about which investments make sense in each sector and market.

Without a thoughtful retirement plan, years of hard work and careful decision-making can feel uncertain as retirement approaches. Instead of confidence and clarity, you may be left wondering whether your savings will last, how income will be generated, or what tradeoffs you may need to make.

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