Vid Ponnapalli, Ms, Cfp®, Ea

Vid Ponnapalli, Ms, Cfp®, Ea Email and Phone Number

Owner and President @ Unique Financial Advisors
Holmdel, NJ, US
Vid Ponnapalli, Ms, Cfp®, Ea's Location
Holmdel, New Jersey, United States, United States
Vid Ponnapalli, Ms, Cfp®, Ea's Contact Details

Vid Ponnapalli, Ms, Cfp®, Ea work email

Vid Ponnapalli, Ms, Cfp®, Ea personal email

n/a

Vid Ponnapalli, Ms, Cfp®, Ea phone numbers

About Vid Ponnapalli, Ms, Cfp®, Ea

Hello,My name is Vid Ponnapalli. I am the owner of Unique Financial Advisors & Tax Consultants. I provide customized Financial coaching, Investment Management, and Tax 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.

Vid Ponnapalli, Ms, Cfp®, Ea's Current Company Details
Unique Financial Advisors

Unique Financial Advisors

View
Owner and President
Holmdel, NJ, US
Employees:
3
Vid Ponnapalli, Ms, Cfp®, Ea Work Experience Details
  • Unique Financial Advisors
    Owner And President
    Unique Financial Advisors
    Holmdel, Nj, Us
  • Unique Financial Advisors
    Owner / President
    Unique Financial Advisors Nov 2014 - Present
  • Deutsche Bank
    Vice President
    Deutsche Bank Jun 2011 - Aug 2013
    Greater New York City Area
  • Jpmorgan Chase & Co.
    Vice President
    Jpmorgan Chase & Co. Sep 2007 - May 2011
    Greater New York City Area
  • Credit Suisse
    Vice President
    Credit Suisse Mar 2005 - Aug 2007
    Greater New York City Area

Vid Ponnapalli, Ms, Cfp®, Ea Skills

Financial Advisory Financial Planning Retirement Planning Estate Planning Strategic Planning Certified Financial Planner Personal Financial Planning Leadership Management Project Management Financial Services Investments Portfolio Management Tax Planning College Education Planning Customer Service Microsoft Office

Vid Ponnapalli, Ms, Cfp®, Ea Education Details

Frequently Asked Questions about Vid Ponnapalli, Ms, Cfp®, Ea

What company does Vid Ponnapalli, Ms, Cfp®, Ea work for?

Vid Ponnapalli, Ms, Cfp®, Ea works for Unique Financial Advisors

What is Vid Ponnapalli, Ms, Cfp®, Ea's role at the current company?

Vid Ponnapalli, Ms, Cfp®, Ea's current role is Owner and President.

What is Vid Ponnapalli, Ms, Cfp®, Ea's email address?

Vid Ponnapalli, Ms, Cfp®, Ea's email address is vi****@****ors.com

What is Vid Ponnapalli, Ms, Cfp®, Ea's direct phone number?

Vid Ponnapalli, Ms, Cfp®, Ea's direct phone number is +173261*****

What schools did Vid Ponnapalli, Ms, Cfp®, Ea attend?

Vid Ponnapalli, Ms, Cfp®, Ea attended College For Financial Planning.

What skills is Vid Ponnapalli, Ms, Cfp®, Ea known for?

Vid Ponnapalli, Ms, Cfp®, Ea has skills like Financial Advisory, Financial Planning, Retirement Planning, Estate Planning, Strategic Planning, Certified Financial Planner, Personal Financial Planning, Leadership, Management, Project Management, Financial Services, Investments.

Who are Vid Ponnapalli, Ms, Cfp®, Ea's colleagues?

Vid Ponnapalli, Ms, Cfp®, Ea's colleagues are Cristina Cianci.

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