John Siegel, CFP®, EA

John Siegel, CFP®, EA
SR. WEALTH MANAGER
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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

How to Choose The Best State to Retire In

January 17, 2025

Retirement Planning for BP Professionals: 3 Mistakes to Avoid

December 31, 2024

How to Determine The Best Date for a BP Retirement

December 31, 2024

Why Optimizing Your BP Pension Comes Down to Timing

May 15, 2024

5 Ways to Re-Invest BP Stock to Limit Concentration Risk

July 25, 2022

BP Pension (RAP) Decisions to Make Long Before Retirement

October 26, 2021

How to Plan for Health Care after Retiring from Chevron

August 19, 2019