Alexis Long, MBA, CFP®

Alexis Long, MBA, CFP®
MANAGING DIRECTOR, WEALTH MANAGEMENT
Find me on:

Recent Posts

Why Optimizing Your BP Pension Comes Down to Timing

After decades of hard work, your retirement is just around the corner. The next few months require thoughtful planning and decisions that can affect your long-term financial future. This new chapter...
June 19, 2025

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

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