Steven Chambers, CFA®, CFP®

ASSOCIATE WEALTH MANAGER
Recent Posts
Featured Post:

Shell Retirement Planning & Essential Mistakes to Avoid
After a long career at Shell, several imperative considerations and decisions about your benefits, savings, and investments impact what’s available to you in retirement and what you'll face in taxes....
Understanding Chevron's LTIPs: Restricted Stock, Performance Shares & Stock Options
by Steven Chambers, CFA®, CFP®
June 13, 2022
80 Point & APF: What’s the Difference Between the Shell Pensions
by Steven Chambers, CFA®, CFP®
May 11, 2022
How to Use Donor-Advised Funds for Charitable Giving & to Reduce Taxes
by Steven Chambers, CFA®, CFP®
December 27, 2021
HSAs at Shell: Tax Advantages, Investment Opportunities, Retirement Savings, and More
by Steven Chambers, CFA®, CFP®
October 15, 2021