Nick Johnson, CFA®, CFP®

Nick Johnson, CFA®, CFP®
PRESIDENT & CHIEF INVESTMENT OFFICER
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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 Compare: Roth Contribution vs. Roth Conversion

February 05, 2025

83(b) Elections & Performance Shares: What You Need to Know

January 23, 2025

Shell GESPP: Everything You Need to Know about The Shell Shares Plan

January 18, 2025

How to Strategically Set Your Retirement Date from Shell Oil

December 18, 2024

How To Use a Backdoor Roth for Tax-Free Savings

November 25, 2024

How IRS Segment Rates Can Impact Your Shell 80 Point Pension BRP Payout

November 21, 2024