Alexis Long, MBA, CFP®

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

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

They say a watched pot never boils. However, if you apply this idiom to your BP Employee Savings Plan (ESP), you may never reach a boil or quickly boil over. Unlike some 401(K) plans, the BP ESP is...
March 04, 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

5 Ways Chevron Professionals Can Save More During High Inflation

December 31, 2024