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Alexis Long, MBA, CFP®

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

Featured Post:

Why Now Is the Time for Donor-Advised Funds Before 2026 Tax Changes Hit

High-income families and philanthropic investors are increasingly turning todonor-advised funds (DAFs)tosupport the causes they care about, while also reducing taxes. DAFs enable donors to contribute...
by John Siegel, CFP®, EA
November 25, 2025
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New Changes to Chevron ESIP Investment Options & What to Do Next

by Alexis Long, MBA, CFP®
May 10, 2023

Understanding the Chevron Retirement Restoration Plan (RRP)

by Alexis Long, MBA, CFP®
August 22, 2022

How to Rollover After-Tax Contributions from Chevron's 401(k) to a Roth IRA

by Alexis Long, MBA, CFP®
December 27, 2021

How to Get the Full Chevron 401(k) Match (and Why People Miss Out)

by Alexis Long, MBA, CFP®
October 04, 2021

How To Use Company Stock, a 401(k) & Net Unrealized Appreciation for Tax Savings

by Alexis Long, MBA, CFP®
April 01, 2021

How to Change Your Asset Allocation & Investment Strategy for Retirement

by Alexis Long, MBA, CFP®
February 12, 2021

Asset Allocation: The Key Component For Your Investment Strategy

by Alexis Long, MBA, CFP®
February 12, 2021

How to Find the Right Financial Advisor for You

by Alexis Long, MBA, CFP®
September 02, 2020

Why You Should Hire a Financial Advisor Instead of Handling Your Own Finances

by Alexis Long, MBA, CFP®
July 07, 2020

How is Saving for College Different for High Income Families?

by Alexis Long, MBA, CFP®
September 13, 2019

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    Willis Johnson & Associates
    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057
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    Willis Johnson & Associates
    5847 San Felipe St., #1500
    Houston, TX 77057