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Vid Ponnapalli, MS,CFP®,EA

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Choose a Fiduciary Financial Advisor Who Has No Conflicts of Interest

Vid Ponnapalli is a Fee-Only financial planner, and owner of Unique Financial Advisors located in Holmdel, NJ with satellite offices in Iselin, NJ, Princeton, NJ, and New York CityVid provides customized financial planning, investment management, and tax services for busy professionals. Unique Financial serves clients locally, and across the country as a fiduciary and never earns a commission of any kind.

Our Services

We are a one-stop source for all your financial needs. We provide financial Planning, investment management, and tax preparation services.

Financial Planning

College Savings Analysis, Employee Benefits review,  Retirement Planning, Financial Goals, Investment Analysis, Estate Planning,  Insurance Review, Debt Management

Investment Management

Investment Analysis, 401(K) Reviews, Asset Allocation, Tax Efficiency, Portfolio Rebalancing, Consolidate Accounts, Set Goals & Priorities, Develop IPS

Tax Related Services

Identify Tax Saving and Deferring Opportunities, Future Tax Projections, Recommend Tax Planning Strategies,  Tax Preparation, Help with Tax Issue Resolutions

1-Minute Financial Assessment

In this short exercise, answer questions about yourself and your future objectives. We will analyze your Input and provide Instant Feedback on your current situation.

Working with Generation X families is our speciality

The Latest from Vid’s Blog

Spring Cleaning Your Investments

Spring Cleaning Your Investments

Spring is traditionally the time to clean the garage and to get the yard in shape. It’s also a great time to clean up your investment portfolio. Going into the final days of tax season, this is a perfect opportunity to get rid of clutter, review your asset allocations and make the necessary changes if your portfolio has strayed from your financial plan. Here are seven steps to making your portfolio cleaner and more efficient.

Get In Touch

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999 Palmer Avenue, Ste 5
Holmdel, NJ 07733

+1 732 615 0380
info@unique.financial

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