Alexis Long, MBA, CFP®

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

When to Hire a Financial Advisor and When You Shouldn’t

Managing your finances might feel straightforward—until one day it doesn’t. For many professionals, financial planning begins simply enough: contributing to a 401(k), building some savings, and...
June 27, 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