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Welcome Chevron Employees!

We’ve helped over 600 of your friends and colleagues retire from the company.

Our Process

When should you retire? Our strategy meetings will help you make this important decision.

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Our Commitment

We are committed to serving Chevron retirees and their heirs with our Premium Customer Service experience.

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Our Clients

Our clients come from just about every department at the company, and spread throughout the country

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Welcome from Hal Klein and Richard Sturm

Hello CHEVRON employees and retirees! Welcome to Pension Financial Group, the office of Hal Klein and Richard Sturm. We are so glad that you are visiting our site today. We’ve worked hard to make this an informed resource for CHEVRON employees, retirees and heirs who seek guidance concerning the company’s retirement options.

Since 1986 we have worked primarily with CHEVRON employees. We have a combined experience in retirement planning of over 55 years – and stand ready to help you take the mystery out of the decisions you’ll need to make.


Hal Klein

Executive Partner
Wealth Manager

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Richard Sturm

Managing Partner
Wealth Manager

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WHEN SHOULD I RETIRE FROM CHEVRON?

It’s never too early to begin planning for your CHEVRON retirement, but most of our clients seek our help around 3 to 5 years from their anticipated retirement date. During that period, we’ll analyze the financial variables unique to you and your circumstances. We’ll help you determine if you are ready to retire sooner, or if you need to work a little longer and retire later.

At Pension Financial Group, we understand the intricacies of CHEVRON’s retirement options and the choices you will need to make at some point prior to leaving the company. Decisions that involve your pension, Savings and Investment Plan, healthcare, and Social Security. It may seem like a lot to think about, but our experience can help guide you in the right direction.

Retirement is a significant milestone in one’s life and, for some, an emotional one. We’ll help you assess your situation and provide a place where you can receive confidential guidance, unbiased advice, and ongoing support.

Ready for a commitment-free consultation? 

Learn More about How to Retire