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AJ HOUSTON MBA,CFP,EA

AJ worked in the field of Taxation and Financial Planning for over 30 years up until his retirement in 2022. He holds a BA from UC Santa Barbara and an MBA from University of San Francisco. In addition, he was a former Certified Financial Planner and an Enrolled Agent with the IRS.

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Through his studies and over 30 years of investment experience and taxation, AJ became a firm believer in tax-efficient investing and low-cost portfolio management. His Financial Planning and investing experience eventually led him to be a resource for friends and family, and he quickly discovered his passion for helping others with Financial Planning and investing.

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AJ founded AJ Houston Financial Services in 2006 and his firm and he have maintained a local reputation for providing clients with professional guidance and personalized services and solutions that met a comprehensive range of financial and business needs.

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Education

  • MBA - University of California San Francisco

  • BA in English - University of California Santa Barbara


"People, I just want to say, can't we all get along? Can't we all get along?" - Rodney King

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Accounting | Tax | Consulting

CPA License ID Number : 138017

Office: 831-373-3800 | Text: 831-356-1436 | Fax: 831-603-1824

225 Cannery Row Ste 21 Monterey, CA 93940

Business Hours: Monday to Friday 10:00AM - 4:00PM

**During Tax Season we are open Weekends and Work after Business Hours**

- Missed us?...You may drop documents to our mailbox downstairs -

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