Vid Ponnapalli, CFP®, MS, EA Unique Financial Advisors, LLC

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About Vid Ponnapalli, CFP®, MS, EA

My name is Vid Ponnapalli. I am the founder of Unique Financial Advisors. I provide customized Financial Planning and Investment Management services for Generation X professionals.

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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Ideal Clients

  • Generation X
  • Medical Professionals
  • Mid-Career Professionals
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $95+/mo
  • Hourly:$200/hr
  • Flat Fees: $600+
  • AUM: 1%

SEC Records

States Registered

  • New Jersey
  • Texas

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