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!
Across the country, students are finishing their high school, college, and even graduate school lives, after years of hard work, stress, excitement, and even some boredom. Congratulations, Graduates! What are your next steps, financially?
The post What recent graduates (and their parents) need to think about appeared first on Unique Financial Advisors.
The post All You Need To Know About 401(K) When Switching Jobs appeared first on Unique Financial Advisors.
- Generation X
- Medical Professionals
- Mid-Career Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
- Assets Under Management
- Monthly Fee: $95+/mo
- Flat Fees: $600+
- AUM: 1%
- New Jersey