Alexis Long, MBA, CFP®

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

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

Chevron’s restructuring means big changes for many San Ramon employees. If you’ve received a relocation offer, you’re facing an important decision—move to Houston or consider alternative options....
March 31, 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

How Using NUA with Chevron Stock Can Save You Taxes in Retirement

December 31, 2024