Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC. He has over 25 years of experience working in financial planning and investment management. Peter works with most clients in person to get to know their needs and to uncover every financial opportunity available to help the client most efficiently and effectively work toward their financial goals. Peter has been working with clients in MA and NH for many years and also meets with remote clients via Skype or other electronic means.
Peter specializes in asset allocation, portfolio design and retirement income planning considering complex cash flows and tax concerns. In order to quickly adapt to new technology and utilize more customized and comprehensive client service capabilities, he founded Advanced Portfolio Design, LLC in 2006.
Peter has a bachelor’s degree in Business Management from Fitchburg State College, and has 8 years of management experience outside of the financial services industry. He is a Certified Financial Planner™ professional and a Registered Investment Adviser. Peter is also a NAPFA-Registered Financial Advisor.
Peter lives with his family in Tyngsborough Massachusetts and enjoys family time and outdoor activities.
NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation. For more about NAPFA go to NAPFA Advisor Search
Jennifer started at Advanced Portfolio Design, LLC in May 2016. She is a Certified Financial PlannerTM professional and Registered Investment Advisor Representative who holds a FINRA Series 65 securities license. Jennifer provides comprehensive financial planning services including retirement and tax planning. She also assists with new client onboarding, as well as reporting and special project support.
Jennifer graduated from Bentley University in 2005 with a Bachelor of Science in Corporate Finance & Accounting. In 2007, Jennifer received a Master of Science in Taxation with a Certificate in Financial Planning from Bentley University.
After working in the financial services industry for over 10 years, including managing the SEC reporting functions for multiple public companies, Jennifer made the career change to financial planning. Jennifer’s focus on the core financial planning values enables clients to have a general level of comfort knowing that their finances are in order and that they have ongoing support for any future financial decisions.
Jennifer lives in Lowell, MA with her husband, Matthew and their young daughter. Jennifer enjoys spending time with her family, traveling, and walking their dog, Molly and she is an avid New England sports fan.