Alexis Long, MBA, CFP®

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

How Mega Backdoor Roth Contributions Can Boost Your Retirement Savings

When thinking about retirement, a few essential to-dos come to mind as you work toward financial independence to ensure you're on track. If you're checking your investment allocations and managing...
November 25, 2024

Shell Retirement Planning & Essential Mistakes to Avoid

February 08, 2024

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

November 10, 2023

5 Ways Chevron Professionals Can Save More During High Inflation

December 15, 2022

Understanding the Chevron Retirement Restoration Plan (RRP)

August 22, 2022

3 Rules You Should Know About How an HSA Works

December 01, 2021