Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
Find me on:

Recent Posts

Why Optimizing Your BP Pension Comes Down to Timing

After decades of hard work, your retirement is just around the corner. The next few months require thoughtful planning and decisions that can affect your long-term financial future. This new chapter...
June 19, 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

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

December 31, 2024

How to Maximize Savings Using Your Shell Employee Benefits

December 31, 2024

Bridging: Strategic Steps to Keep Shell Pension Eligibility

December 30, 2024

Shell Retirement Planning & Essential Mistakes to Avoid

December 18, 2024

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

December 17, 2024