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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