About Vid Ponnapalli, CFP®, MS, EA
My Mission is to help clients achieve financial security by providing Fee-Only Financial Planning services with a relentless focus on Personal Attention and Trust.
I am a Fee-only financial advisor dedicated to working with individuals, families and small businesses. I believe today’s financial planning need is under-served by traditional financial planning methods, mainly due to minimum income or net worth levels requirements. My goal is to contribute and change this paradigm. So, after a 20+ years career in financial services industry, I launched Unique Financial Advisors in 2014. I am eager to guide you through life’s financial decisions!
I am a CERTIFIED FINANCIAL PLANNER™ practitioner with an MS in Personal Financial Planning. I hold Master Planner Advanced Studies (MPAS®) and Chartered Retirement Planning Counselor (CRPC®) designations. I am an ENROLLED AGENT, admitted to practice before the Internal Revenue Service.
I am a current member of NAPFA (country’s leading professional association of Fee-Only financial advisors) and FPA ( Financial Planning Association).
On a personal note – my wonderful wife, Maha and I live in Holmdel, New Jersey. Our three young boys are on their path to settling down in life. When I am not working on Financial Planning, I enjoy hiking, skiing, and spending time with family.
To learn more about me and my services, please schedule a free consultation TODAY!
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Buying a home can be a very emotional decision, but you have to focus on making a financially wise decision and be sure to do your due diligence.
- Generation X
- Medical Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $95+/mo
- Flat Fees: $600+
- AUM: 1%
- New Jersey