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 founder of Unique Financial Advisors in Holmdel, New Jersey. I provide customized Financial Planning, Investment Management, and Tax Planning services for Busy, Mid-Career Professionals.

I am a Fee-only financial advisor dedicated to working with individuals, families and small businesses. I believe financial planning need for Busy, Mid-career professionals is under-served by traditional financial planning methods. I wanted to contribute and change this paradigm. The result: after a 20+ years career in financial services industry,  I launched Unique Financial Advisors in 2014 with a commitment to provide Fee-only advice and no asset or income minimums. 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. As an Enrolled Agent (EA), I can prepare your tax returns and am licensed to represent you before the Internal Revenue Service. I am a one-stop source for all your Financial needs.

To learn more about me and my services, please Schedule a Free Consultation TODAY!

NAPFA Start Date

October 01, 2015

Industry Start Date

June 01, 1997

This Office

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