Vid Ponnapalli (CFP®, CRPC®, EA, MSFP)

Vid Ponnapalli focuses in the
following client markets or areas of practice:

  • Business Owners
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Tax Planning

Planning Specialties

  • Investment Management
  • Comprehensive Financial Planning
  • Tax Preparation and Tax Planning
  • Case-based or Project-based Financial Planning
  • Hourly Consultations

Additional Information

Hello, 

My name is Vid Ponnapalli. I am the owner of Unique Financial Advisors. I provide customized Financial Planning, Investment Management, and Tax Planning services for Busy, Mid-Career Professionals. Here is my story:

Flashback: I was 40. 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.

NAPFA Start Date

October 01, 2015

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This Office

999 Palmer Ave Ste 5 Holmdel, NJ 07733-1088 Phone: (732) 615-0380

Other Offices

33 Wood Ave S Ste 600 Iselin, NJ 08830-2717 Phone: (732) 507-9560
116 Village Blvd Ste 200 Princeton Forrestal Village Princeton, NJ 08540-5700 Phone: (609) 455-1060
26 Broadway Fl 8 New York, NY 10004-1744 Phone: (646) 916-4620