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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