NAPFA: The National Association of Personal Financial Advisors

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Unique Financial Advisors

This Office:

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

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Vid Ponnapalli

(CFP®, CRPC, EA, MSFP)

This advisor specializes in the following areas of expertise:

  • Advising Medical Professionals
  • College/Education Planning
  • Estate & Generational Planning Issues
  • Financial Psychology/Coaching
  • High Net Worth Client Needs
  • Hourly Financial Planning Services
  • Investment Advice without Ongoing Management
  • Newlyweds & Novice Investors
  • Ongoing Investment Management
  • Planning Concerns for Corporate Executives
  • Planning Issues for Business Owners
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

  • Comprehensive Planning
  • Case-based Planning
  • Hourly Consultations
  • Financial coaching on retainer basis
  • Investment Management

Additional Information

Hello, 

My name is Vid Ponnapalli. I am the founder of Unique Financial Advisors. I provide customized Financial Planning and Investment management solutions for Generation X professionals.

I am a Fee-only financial advisor dedicated to working with individuals, families and small businesses. 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 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 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!

NAPFA Start Date

October 01, 2015

Industry Start Date

June 01, 1997