Who We Are

Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC. He has over 14 years of financial planning experience including comprehensive financial planning and asset allocation planning for his clients and for other financial advisors.
 
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 PlannerTM professional, a Registered Investment Adviser, a licensed insurance consultant and a registered advisor with the Financial Planning Association.  Peter is also a NAPFA-Registered Financial Advisor.
 
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  http://www.napfa.org/HomeMore.asp
                            
 
Julie Fortin has been employed as an Assistant Financial Advisor at Advanced Portfolio Design, LLC since 2007. Julie is responsible for managing financial planning operations and processing complex financial data for our Portfolio Management, Financial Planning and Wealth Planning clients.
 
Julie has 10 years of experience working in investment banking and investment management. She brings significant experience in mutual fund accounting and financial data validation. Julie also has a bachelor’s degree in Business Management from Westfield State College and a Master of Finance degree from Suffolk University’s Sawyer Business School.
 
Julie is currently pursuing the Certified Financial Planner® designation. Julie assists by working with our existing clients. Upon completing the CFP® course work, which generally requires two to three years, Julie will begin taking on clients as a Financial Advisor.

 
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