About Us

Our Story:


Peter Canniff is a Certified Financial PlannerTM professional, a Registered Investment Adviser, a licensed insurance consultant and a NAPFA-Registered Financial Advisor.  Peter is the founder and principal of Advanced Portfolio Design, LLC.  He has a Bachelor’s Degree in Business Management from Fitchburg State College and over 20 years experience in the financial planning industry.  Link to Peter’s profile on the CFP® Professional Website: Profile Page  Link to the Company’s NAPFA (the National Association of Personal Financial Advisors) profile: NAPFA Profile

Jennifer Murphy is a Financial Planner and a Registered Investment Adviser Representative at Advanced Portfolio Design, LLC.  Jennifer has been in jenn-bio-picthe financial services industry for over 10 years and holds a Masters in Taxation with a Certificate in Financial Planning from Bentley University.

About Personal Finance Values:

Personal Finance Values is a blog started in order to provide our experience and insight to readers on a wide range of topics.  We hope any information offered can be used as a tool to help individuals gain a better understanding of general finance and investing concepts, as well as an aid in making personal financial decisions.  This blog is not aimed to provide any financial or investing advice.