Alex Haviland

With nearly 15 years in financial planning, Alex Haviland focuses on alternative investment strategies and portfolio design, focusing on private real estate, private equity/debt, and 1031 Exchanges. He collaborates with young entrepreneurs, property owners, and retirees, crafting customized strategies for passive income, tax-efficient allocations, and overall tax optimization.

Alex’s passion for business development and strategic growth has led him to serve on multiple boards and committees, where he contributes to defining business models, structuring for expansion, and streamlining operations. As a Partner at FirstPurpose Wealth (formerly LJCooper Wealth Advisors), he played a key role in elevating the firm before it joined Diversify.

He holds a Bachelor of Science in Personal Financial Planning from Utah Valley University, a nationally recognized leader in the field, and maintains his Certified Financial Planner™ (CFP®) designation, alongside series 63, 65, and 7 securities registrations. Dedicated to student development in finance, Alex actively supports educational initiatives, sharing his expertise with local schools and organizations.

Alex’s love and skill for financial strategy is paralleled in his personal interests, which include designing and playing complex euro strategy board games. When he’s not at the game table, you’ll find him exploring the backwoods of Utah, Wyoming, and Montana—hiking, camping, hunting, and fishing with his family.