Alexis Long, MBA, CFP®

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

Saving for Retirement? 7 Ways BP Executives Can Save More in the ESP

They say a watched pot never boils. However, if you apply this idiom to your BP Employee Savings Plan (ESP), you may never reach a boil or quickly boil over. Unlike some 401(K) plans, the BP ESP is...
March 04, 2025

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