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Bradley I
CFP®
Jackson, WY
Planning Alternatives Ltd
Bradley Improta is a CFP® affiliated with Planning Alternatives Ltd and has been in the financial industry since 2024. Prior to joining the firm, he worked at StreetAccount (FactSet) and Two Ocean Builders. He is based in Jackson, WY. Planning Alternatives Ltd. offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, foundations, and businesses. The firm employs a Modern Portfolio Theory approach with diversified, risk-based portfolios and serves as an ERISA fiduciary and Section 3(38) investment manager for qualified retirement plans.
Heather F
CFP®, Series 65, Series 66
Jackson, WY
Planning Alternatives Ltd
Heather Fulton is a CFP® with eight years of industry experience, currently serving as a financial advisor at Planning Alternatives Ltd. Her prior roles include positions at Wells Fargo Clearing, US Bank, and Fisher Investments. Planning Alternatives Ltd. offers wealth management, financial planning, and investment management services to individuals, retirement plans, trusts, charitable institutions, foundations, and business entities. The firm employs a Modern Portfolio Theory-based investment approach with globally diversified, risk-based portfolios and provides Family Office services and fiduciary management for qualified retirement plans.
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