Alan Havir

Following a career in entertainment, Mr. Havir began his investment advisory practice in 1995 and by 1999 formed his own firm, CAPITAL LIFE PLANNING, with the ambition of assisting clients in pursuing their goals by identifying their own resources to create a road map to get there.  

Alan’s philosophy is that planning starts with “where we are now” on the journey to “where we want to be” while utilizing “how we think” as the tool for achieving results. He firmly believes that “what we think, feel, value, and skills are the tools needed to achieve our dreams”, utilizing this vision to help his clients plan, execute, and pursue their goals. 

Alan’s personalized approached, consideration for his client’s unique capabilities, and passion are what set Capital Life Planning apart.