Alexis Long, MBA, CFP®

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

What is Your Shell Pension Plan Really Worth? Here’s How to Calculate It.

Shell pension plans provide supplemental retirement income for all Shell employees. To incorporate these income sources into your retirement planning, you’ll need a good understanding of the...
April 23, 2026

How to Choose your Chevron Retirement Date

April 08, 2026

4 Ways to Invest Your Chevron Incentive Plan (CIP)

March 06, 2026

What to Consider Before Accepting a Severance Package From Shell

January 21, 2026

80 Point & APF: What’s the Difference Between the Shell Pensions

January 21, 2026

Asset Allocation: The Key Component For Your Investment Strategy

January 21, 2026

401(k) Contribution Limits & How to Max Out the Shell Provident Fund

November 13, 2025

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 14, 2025