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 owner of Unique Financial Advisors & Tax Consultants. I provide customized Financial coaching, Investment Management, and Tax services for Busy, Mid-career Professionals. Here is my story:

Flashback: I was 38. My wife and I were busy with our careers and three children. Our financial accounts were scattered. We were paying a lot in income taxes. We had conflicting financial goals: Spend on the car we like, spend on family vacations, save for our dream home, save for our kids’ education or save for retirement. We needed help organizing our financial life; We needed financial advice, so we could achieve our goals! We looked around but could not find an unbiased financial advisor who would put our interest before his/hers.

Fast forward: Five years later, I approached a financial advisor for help with Investment Management. His firm insisted that I need a minimum of $1million to become a client. I was not ready to commit that much money to start a new advisory relationship. Again, I could not find the financial advisor I was looking for!

That is when I realized that busy, mid-career professionals are under-served by traditional financial planning methods. I wanted to contribute and change this paradigm. The result: I launched Unique Financial Advisors in 2014 with a commitment to provide fee-only financial advice with no asset or income minimums.

If this fits your vision, too, please visit my website to learn more.

On a personal note – my beautiful 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, I enjoy hiking, skiing, and spending time with family.

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End of the year is the best time to reflect on how you have been managing your finances, and perhaps begin the New Year with a commitment to improve. If you agree, here are seven ways to get you on a firm financial footing. Let’s discuss.

The post 7 ways to manage money better in 2019 appeared first on Unique Financial Advisors.

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7 Social Security Myths You Must Know

November 30, 2018

While the future of Social Security may be uncertain, it is essential to understand the facts about Social Security. Let’s explore the seven biggest myths circulating today about Social Security to set the record straight.

The post 7 Social Security Myths You Must Know appeared first on Unique Financial Advisors.

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Lessons to learn from Aretha Franklin’s lack of Will

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Estate planning is an intimate subject. At a minimum, basic estate documents such as wills, financial power of attorney, medical power of attorney should make it to everyone's must-have list.

The post Lessons to learn from Aretha Franklin’s lack of Will appeared first on Unique Financial Advisors.

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Ideal Clients

  • Gen X
  • Medical Professionals
  • Mid-Career Professionals
  • Tax Planning

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Flat Fees: $750+/quarter
  • Hourly:$200/hr
  • AUM: 1%

SEC Records

States Registered

  • New Jersey
  • New York
  • Texas

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