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

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