Alexis Long, MBA, CFP®

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

What to Consider Before Accepting a Severance Package From Shell

Severance. It’s a term that can evoke anxiety; most of us aren’t ready to talk about it or hear the phrase “severance package” discussed in conjunction with our career. How can a severance package...
January 21, 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