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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Recently Published

How to ensure Retirement Savings last your lifetime

June 28, 2017

Ensuring a steady paycheck for your lifetime after you retire is not the same as it was for your parents. So much has changed requiring you to adapt to the new paradigm. Here is what you need to know.

The post How to ensure Retirement Savings last your lifetime appeared first on Unique Financial Advisors.

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4 Ways to Save on Taxes When You Fund Higher Education

March 22, 2017

You could save significant tax dollars if you recently funded your kids’ college education or your own. Here is what you need to know.

The post 4 Ways to Save on Taxes When You Fund Higher Education appeared first on Unique Financial Advisors.

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3 Questions to Ask Before Buying Your Home

February 25, 2017

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.

The post 3 Questions to Ask Before Buying Your Home appeared first on Unique Financial Advisors.

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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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