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.
