Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
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Recent Posts

When to Hire a Financial Advisor and When You Shouldn’t

Managing your finances might feel straightforward—until one day it doesn’t. For many professionals, financial planning begins simply enough: contributing to a 401(k), building some savings, and...
June 27, 2025

Chevron’s Relocation to Houston: What Employees Need to Know

March 31, 2025

4 Ways to Invest Your Chevron Incentive Plan (CIP)

February 05, 2025

How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes

February 05, 2025

HSA vs. FSA vs. HRA at Chevron: How to Choose the Right One for You

February 04, 2025

End Of Year Financial Planning Checklist for Chevron Professionals

January 23, 2025

3 Retirement Planning Mistakes to Avoid for Chevron Professionals

January 23, 2025

How to Choose your Chevron Retirement Date

January 17, 2025