Peter Canniff

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 Zoom 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 Associate Member.

Peter has been quoted in the Wall Street Journal and Money Magazine.

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

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Jennifer A. Murphy

CFP® professional

Jennifer started at Advanced Portfolio Design, LLC in May 2016. She is a CERTIFIED FINANCIAL PLANNER 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.

Hope Canniff

Hope has been working at Advanced Portfolio Design for several years. During college she worked full time for three summers and began working full-time year-round in January of 2022.

Hope has a Bachelor of Science in Finance from The University of Massachusetts, Lowell. She holds a FINRA Series 65 securities license and is registered investment advisor representative. Hope is a financial planner and is working toward her Certified Financial PlannerTM certification.

Hope enjoys financial planning and finds it rewarding because there is such a great need for good financial advice in our complex society.

Hope enjoys travel, hiking and cooking and is definitely a dog person.