Alexis Long, MBA, CFP®

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

How to Use Cash Reserves as an Emergency Fund for Retirement

You’ve finally made it to retirement. You’ve achieved the goal of financial independence. Now what? In this article, we talk about making tax-efficient withdrawals in retirement. While smart...
February 13, 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