Unique Financial Advisors LLC

Maha Gannavaram is a financial advisor at Unique Financial Advisors LLC with five years of industry experience. She holds a Series 65 designation and previously worked at Verizon for 20 years. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily employs passive investment management using index mutual funds and ETFs, combined with fundamental analysis, and integrates tax services through its principal’s separate tax practice.

Vid Ponnapalli is a CFP® with 11 years of industry experience and has been with Unique Financial Advisors LLC since 2014. He is also the sole owner of Unique Tax Consultants, a separate business providing tax preparation and planning services for individuals, families, and small businesses. Unique Financial Advisors LLC offers financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-HNW clients. The firm primarily uses a passive investment approach with index funds and ETFs, combining fundamental analysis within financial plans and managing accounts on a discretionary basis through Charles Schwab.

Dhvani Udani is a financial advisor at Unique Financial Advisors LLC with a Series 65 credential and no prior advisory industry experience. Before entering the financial field, Dhvani worked at Verizon for eight years and studied at Rutgers University. Unique Financial Advisors LLC provides financial planning and discretionary portfolio management to individuals, families, and businesses, including both high-net-worth and non-high-net-worth clients. The firm primarily uses passive investment management through index mutual funds and ETFs, combined with fundamental analysis as part of its financial planning process.