MS, CFP®, EA
Unique Financial Advisors
Financial Advisor for Busy Professionals
Fee-Only Financial Planner Located in Holmdel, NJ and serving all of New Jersey including Red Bank, Marlboro, Middletown, Colts Neck, Edison, and Clients Nationwide
Vid Ponnapalli is a Holmdel, NJ fee-only financial planner. Unique Financial Advisors provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Vid Ponnapalli is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
My name is Vid Ponnapalli. I provide customized Financial Planning and Investment Management services for Generation X professionals.
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 am a current active member of:
NAPFA (country’s leading professional association of Fee-Only financial advisors)
FPA ( Financial Planning Association)
XYPN (A Financial Planners network focused on Generation X and Generation Y clients)
NAEA ( National Association of Enrolled Agents)
I am an Enrolled Agent (EA). As an EA, I can prepare your tax returns and am licensed to represent you before the Internal Revenue Service.
“My Mission is to help you achieve financial security by providing Fee-Only Financial Planning services with a relentless focus on Personal Attention and Trust.”
My wonderful wife, Maha and I live in Holmdel, NJ. 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!
Vid Ponnapalli is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning
Unique Financial Advisors offers Financial Planning and Investment Management services to individuals, families and small businesses. Our services include:
Comprehensive Financial Planning
Case based Planning
Our Mission is to help clients achieve financial security by providing Fee Only Financial Planning services with a relentless focus on Personal Attention and Trust.
We will guide you through life's money decisions and help you manage your finances your way. Our focus is:
- to help you organize your financial life
- to ensure your family is protected
- to help you achieve your financial goals
- to help you accumulate, preserve and grow your wealth.
- to help you enjoy a secure, happy retirement
To learn more, please schedule a free consultation TODAY!
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Medical Practioners
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Vid Ponnapalli is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Vid Ponnapalli is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Vid Ponnapalli is a member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Vid Ponnapalli is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Contact Vid Ponnapalli
999 Palmer Avenue
Holmdel, NJ 07733