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

Shell Open Enrollment: Understanding Your Life Insurance Options

October 18, 2024

Navigating Shell Disability Insurance Coverage During Open Enrollment

October 18, 2024

Understanding Your Chevron Retiree Medical Benefit Plans At Any Age

August 15, 2023