Matthew Houston
MH

Matthew Houston

Linkedin Profile
Financial Counselor at Workplace Options | San Jose, California, United States
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About Matthew Houston

  • Matthew Houston is a seasoned Financial Counselor at Workplace Options, where he leverages nearly two decades of experience in the investment management field to empower individuals and families in achieving financial stability and literacy. Since 2005, Matthew has honed his expertise in managing substantial portfolios,...
    Matthew Houston is a seasoned Financial Counselor at Workplace Options, where he leverages nearly two decades of experience in the investment management field to empower individuals and families in achieving financial stability and literacy. Since 2005, Matthew has honed his expertise in managing substantial portfolios, including overseeing over $320 million for high-net-worth families in Silicon Valley and internationally. His extensive background has equipped him with a profound understanding of the financial landscape, allowing him to engage with thousands of investors through personalized consultations, seminars, and dynamic events. In his current role, Matthew plays a pivotal part in the Employee Assistance Provider (EAP) program, where he provides telephonic financial counseling to clients navigating various financial challenges. He is dedicated to establishing a foundational level of financial literacy, guiding clients through essential practices such as budgeting, retirement planning, and insurance strategies. Additionally, Matthew addresses more complex financial needs, offering advanced financial planning services that encompass investment strategies, estate planning, and insurance planning. His ability to communicate intricate financial concepts in an accessible manner sets him apart as a trusted advisor. Matthew’s commitment to fostering good financial behavior and habits is evident in his approach, which combines empathetic listening with actionable advice. His skills in sales management and portfolio management further enhance his ability to tailor solutions that meet the unique needs of each client. As a certified financial counselor, Matthew continues to make a significant impact at Workplace Options, helping individuals and families build a secure financial future while navigating the complexities of modern finance.
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  • Matthew Houston Work

    • Financial Counselor at Workplace Options in August 2023 to Present
    • Financial Counselor at Workplace Options in June 2022 to August 2023
    • Chief Executive Officer at Houston Enterprises Inc in January 2004 to April 2013
  • Matthew Houston Skills

    • BudgetingRetirement PlanningInsurance
      certified financial counselorSales ManagementFinancial PlanningPortfolio ManagementEstate PlanningInsurance PlanningImport/ExportMarketing StrategyAuditingOperations ManagementFinancial PlannersFinanceStrategic Financial PlanningManagerial FinanceInvestmentsFinancial AnalysisStrategyManagementBankingMarketingFinancial ServicesInternational TradeSalesBusiness StrategyCRMMergers & AcquisitionsStrategic PlanningLeadershipCustomer Relationship Management (CRM)

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  • About Matthew Houston's Current Company

  • Frequently Asked Questions about Matthew Houston

    • What is Matthew Houston email address?
      Email Matthew Houston at m***2@gmail.com and m***n@untdallas.edu. This email is the most updated Matthew Houston email found in 2025.
    • What is Matthew Houston phone number?
      Matthew Houston phone number is +15124260761 and +15124707073.
    • How to contact Matthew Houston?
      To contact Matthew Houston send an email to m***2@gmail.com or m***n@untdallas.edu. If you want to call Matthew Houston try calling on +15124260761 and +15124707073.
    • What is Matthew Houston net worth?
      Matthew Houston has an estimated net worth of $2,500 to $24,999
    • What company does Matthew Houston work for?
      Matthew Houston works for Workplace Options
    • What is Matthew Houston's role at Workplace Options?
      Matthew Houston is Financial Counselor
    • What industry does Matthew Houston work in?
      Matthew Houston works in the Mental Health Care industry.

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