Alexis Long, MBA, CFP®

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

Shell GESPP: Everything You Need to Know about The Shell Shares Plan

Shell Oil's employee stock purchase plan is called the Global Employee Share Purchase Plan (GESPP).An Employee Stock Purchase Plan is a benefit that allows employees to purchase company stock at a...
February 05, 2026

Bridging: Strategic Steps to Keep Shell Pension Eligibility

December 30, 2024

Understanding Your Chevron Retiree Medical Benefit Plans At Any Age

August 15, 2023

Understanding the Chevron Retirement Restoration Plan (RRP)

August 22, 2022

How to Get the Full Chevron 401(k) Match (and Why People Miss Out)

October 04, 2021

How to Find the Right Financial Advisor for You

September 02, 2020