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

Chevron’s Relocation to Houston: What Employees Need to Know

March 31, 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

Managing Your Chevron 401(K)? Here are 9 Ways to Get More in the ESIP

January 25, 2025

End Of Year Financial Planning Checklist for Chevron Professionals

January 23, 2025

How Using NUA with Chevron Stock Can Save You Taxes in Retirement

December 31, 2024