Alexis Long, MBA, CFP®

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

Understanding the Risks & Benefits of Private Market Investments

A well-diversified portfolio is crucial for managing risk and maximizing returns. While many investors focus on traditional options like stocks and bonds, more are turning to private market...
January 06, 2025

Understanding the Chevron Retirement Restoration Plan (RRP)

August 22, 2022

3 Rules You Should Know About How an HSA Works

December 01, 2021

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 is Saving for College Different for High Income Families?

September 13, 2019