Alexis Long, MBA, CFP®

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

Chevron’s Relocation to Houston: What Employees Need to Know

Chevron’s restructuring means big changes for many San Ramon employees. If you’ve received a relocation offer, you’re facing an important decision—move to Houston or consider alternative options....
March 31, 2025

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

October 19, 2016