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

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

October 04, 2021

Asset Allocation: The Key Component For Your Investment Strategy

February 12, 2021

How to Find the Right Financial Advisor for You

September 02, 2020

How Using NUA with Chevron Stock Can Save You Taxes in Retirement

October 02, 2019

How is Saving for College Different for High Income Families?

September 13, 2019