Alexis Long, MBA, CFP®

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

Stock Market News and Investment Insights for 2025

October 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

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