Alexis Long, MBA, CFP®

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

4 Ways to Invest Your Chevron Incentive Plan (CIP)

Bonus time can be exhilarating – a large lump sum of cash that Chevron employees can use for many expenses – paying off debt, taking a vacation, or hiding under the mattress for a rainy day. But for...
March 06, 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