Alexis Long, MBA, CFP®

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

BP Stock Outlook: What Should You Do Next?

Not long ago, BP was sitting in the mid-$30s. It felt steady. Now, as I write this, BP plc is trading around $45.41—well above its 200-day moving average near $35. We were hoping it was stabilizing...
March 26, 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