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Unique Financial Advisors Employee Directory

Financial ServicesNew Jersey, United States2-10 Employees

Unique Financial Advisors is a fiduciary financial planning firm based in Holmdel, New Jersey, serving clients both locally and across the country. It provides customized financial coaching, investment management, and tax services for busy professionals.

The firm was founded in 2014 by Vid Ponnapalli, who holds a Master of Science degree as well as CFP and EA credentials. It operates on a fee-only model with no asset or income minimums, reflecting a commitment to accessible, objective guidance. As a small independent practice, it serves clients nationwide from its Holmdel base.

Find Unique Financial Advisors employees' phone numbers or email addresses

Unique Financial Advisors Global Highlights

Location
Employees

North America
2

Minus sign iconPlus sign icon
  • United States Of America
    2

Unique Financial Advisors's Leadership

  • Stylized image of a person
    M. G.
    Chief Operations Officer
    Mobile Phone
  • Stylized image of a person
    V. P.
    Owner / President
    Mobile Phone

Unique Financial Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Business
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Other
  • Arts & Design

Contact profiles from Unique Financial Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    V. P.
    Owner / President
    Mobile Phone
    United StatesNew Jersey
    Apr 16, 2026
  • Stylized image of a person
    M. G.
    Chief Operations Officer
    Mobile Phone
    United StatesNew Jersey
    Jun 25, 2026

Frequently Asked Questions

What is Unique Financial Advisors known for?

Minus sign iconPlus sign iconUnique Financial Advisors was founded in 2014 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-732-615-****
. Explore Unique Financial Advisors's company overview page for more information.

What is Unique Financial Advisors's most common email format?

Minus sign iconPlus sign iconUnique Financial Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Unique Financial Advisors email formats with LeadIQ.

How many employees does Unique Financial Advisors have currently?

Minus sign iconPlus sign iconUnique Financial Advisors has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Unique Financial Advisors's key employees and leadership?

Minus sign iconPlus sign icon

As of July 2026, Unique Financial Advisors's key employees include:

  • Chief Operations Officer: M. G.
  • Owner / President: V. P.

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