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Founder & President
Unique Financial Advisors
Vid Ponnapalli is the founder and president of Unique Financial Advisors. He provides customized financial planning and investment management services for Generation X professionals. Ponnapalli is a Certified Financial Planner™ with an M.S. in Personal Financial Planning. He is an Enrolled Agent (EA), licensed to prepare tax returns and represent taxpayers before the Internal Revenue Service. Ponnapalli is a current active member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA), XYPN (a financial planners network focused on Generation X and Generation Y clients) and National Association of Enrolled Agents (NAEA).
It is tax time — whether we like it or not! And you could save significant tax dollars if you recently funded your kids’ college education, or your own. Here is what you need to know.
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