Broker Check

Chevron Employees

The Pfeil Leatherwood Group specializes in supporting Chevron employees through the retirement process

We work with people employed at and retiring from Chevron. We have developed an understanding of the company’s plans and have been able to help many Chevron employees with their retirement goals. Our primary objective in working with clients has been to maximize the benefits offered under their retirement plan. Particular emphasis is placed upon analyzing distributions from the Chevron Retirement Plan, Employee Savings Investment Plan, Retirement Restoration Plan, Long­ Term Incentive Plan, Deferred Executive Plan, and any pension or deferred compensation from legacy plans of former employers. Based upon the client’s individual needs, we direct these distributions in an asset allocation model that is designed for stability, income and growth.

Click here for more information on our new Certified Private Wealth Advisor® Certification.

Our Advisors

 *This is Not a CPA firm. Baird is not endorsed by or affiliated with Chevron.

Chevron Lump Sum Newsletter

Subscribe to our monthly newsletter to stay informed on how interest rate changes affect your Chevron lump sum and retirement benefits. Interest rates can have a major impact on the size of your lump sum. Eg. If rates increase 1% across the board, it could lower your lump sum by almost 10% depending on your age and length of service.

Thank you!
Oops!

What is the Difference Between ESOP & Common Shares in Your Chevron 401k? 

The implications of misunderstanding the difference could cost a retiree thousands in taxes at retirement. ...

Read more

How Will Changes in Interest Rates Affect Your Chevron Lump Sum? 

How to spot patterns in the segment rates to predict future movements in the Chevron lump sum...

Read more