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...
February 05, 2025

Rules You Need to Know to do an IRA Qualified Charitable Distribution

October 19, 2016