Peter Canniff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Advanced Portfolio Design, LLC in Westford, MA and the surrounding communities.
Mission Statement
Advanced Portfolio Design, LLC is a wealth planning firm dedicated to providing superior service and the most cost effective, intelligent financial strategies for current and future high net worth individuals and families. Our goal is to be recognized as an authority for helping people design a fulfilling retirement lifestyle that is comfortable and secure.
About us
Advanced Portfolio Design, LLC is a specialty firm focused on applying leading edge asset allocation planning and high quality investment selection processes with special consideration given to constantly changing tax issues, and changing cash flow needs. We work primarily with people whose investment portfolios have reached a critical mass where mistakes or lack of attention are unacceptable.
Peter Canniff is the founder and principal of Advanced Portfolio Design, LLC which is a registered investment adviser in the states of NH and MA. He has over 23 years of financial planning experience including comprehensive financial planning and asset allocation planning for his clients and for other financial advisors. He is a NAPFA Registered Financial Advisor, a Certified Financial PlannerTM professional, a licensed insurance consultant and a registered advisor with the Financial Planning Association. He also has a bachelors degree in Business Management from Fitchburg State College, and has 8 years of management experience outside of the financial services industry.
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.
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