Oil & Gas Industry Retirement Planning

We’ve worked with many employees from the Oil & Gas Industry to help them through the retirement process. Our end goal is to help give you the ability and confidence to retire without worrying about money again.

Through our Wealth Designed process, we help clients navigate the intricacies of their company’s retirement benefits. Additionally, we even have a 34 year veteran of a local El Segundo refinery who is well versed in local company benefits. Whether you are looking to retire now or in the future, trying to navigate ESOP shares, or understand your pension, Warren Street Wealth Advisors has the knowledge to guide you every step of the way.

Helpful Resources:

The Retirement Handbook: El Segundo Refinery Edition

34 Year Chevron Employee Retires to Pursue Passion

Handling ESOP Shares & Taxes

PRESS RELEASE: April 2016

Warren Street Wealth Advisor welcomes Len Hanson, a 34 year Chevron veteran, to the team.

Lenny began working with Warren Street Wealth Advisors in 2012 on a part time basis while still remaining full-time at the Chevron oil refinery in El Segundo. Over his 34 year span at Chevron, Len managed his own 401(k) and soon co-workers began coming to him for guidance. 

Len has since retired from Chevron in the Spring of 2016 after 34 years and is an expert of their employee benefits package. His new career is fueled by his passion for financial advice and his first hand knowledge of Chevron’s retirement benefits.

Having Len in a full-time capacity as a Wealth Advisor will be a great asset for our current and future clients as we continue to help those in the oil & gas industry retire with Warren Street Wealth Advisors.