Vid Ponnapalli

MS, CFP®, EA

Unique Financial Advisors

Financial Advisor for Busy Professionals

Vid Ponnapalli

MS, CFP®, EA

Unique Financial Advisors

Financial Advisor for Busy Professionals

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. - Vid Ponnapalli, MS, CFP®, EA

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.

Hello,​

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
Hourly Consultations
Financial Coaching
Portfolio Management

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.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Medical Practioners
  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • Certified Financial Planner (CFP)
    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.

  • Financial Planning Association
    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.

  • XY Planning Network
    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

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Office Locations:

  • 999 Palmer Avenue
    Suite 5
    Holmdel, NJ 07733

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