Give every dollar
a purpose

Hi, I’m Rumesh Senanayake

LPL Financial Advisor and Practice Manager

Communicating and connecting is what I do best. I strive to help individuals, families, and small business owners create a financial “life” plan that is hand-crafted just for them. I am passionate about finance and have mastered the art of communicating the facts to my clients in a not-so-daunting way. My goal is for my clients to feel a sense of peace when it comes to their finances, and to know that the plan we create will strive to help them reach their goals and aspirations in life.
Rumesh

Values

Integrity

Transparency

Inclusive

Personal

Empathetic

Mastering Your Finances

The roadmap to achieving your financial goals

Step 1: Evaluate

Begin your financial journey by defining your unique and ambitious goals. Whether it’s evaluating a method of breaking free from debt, building a safety net, or even creating your dream home. Design a modern financial roadmap that can aspire you to achieve meaningful milestones.

Step 2: Analyze

Together, we can analyze your income, expenses, debts, and assets to gain valuable insights. These insights can help guide your journey and enable you to make informed decisions. We'll work together to design strategies that align with your dynamic lifestyle and aim to achieve your ambitious goals.

Step 3: Strategize

Explore customized and innovative solutions to stay on top of your goals. We will build strategies that are tailored to your unique circumstances and aspirations. Our plans cater to your dynamic lifestyle, from cash flow management to estate planning, that can leave a legacy.

Step 4: Design

Craft a tailor-made plan that aligns with your unique lifestyle. We will work together to envision a plan, aligning your goals, visions, and aspirations that can guide you on the path to financial freedom.

Step 5: Implement

Take bold and decisive steps toward success. Activate your plan with unwavering determination. Whether it's adjusting your budget, eliminating debt, or contributing to retirement, you're in control. We will navigate the financial landscape with confidence and finesse.

Step 6: Review

Our mission for you is to stay ahead as a next-gen client through regular plan review and monitoring. We will adapt your plan as your lifestyle and ambitions evolve and embrace the thrill of staying proactive and turning challenges into triumphs. Confidently navigate your financial journey with our guidance.

Step 1: Evaluate

Begin your financial journey by defining your unique and ambitious goals. Whether it’s evaluating a method of breaking free from debt, building a safety net, or even creating your dream home. Design a modern financial roadmap that can aspire you to achieve meaningful milestones.

Step 2: Analyze

Together, we can analyze your income, expenses, debts, and assets to gain valuable insights. These insights can help guide your journey and enable you to make informed decisions. We'll work together to design strategies that align with your dynamic lifestyle and aim to achieve your ambitious goals.

Step 3: Strategize

Explore customized and innovative solutions to stay on top of your goals. We will build strategies that are tailored to your unique circumstances and aspirations. Our plans cater to your dynamic lifestyle, from cash flow management to estate planning, that can leave a legacy.

Step 4: Design

Craft a tailor-made plan that aligns with your unique lifestyle. We will work together to envision a plan, aligning your goals, visions, and aspirations that can guide you on the path to financial freedom.

Step 5: Implement

Take bold and decisive steps toward success. Activate your plan with unwavering determination. Whether it's adjusting your budget, eliminating debt, or contributing to retirement, you're in control. We will navigate the financial landscape with confidence and finesse.

Step 6: Review

Our mission for you is to stay ahead as a next-gen client through regular plan review and monitoring. We will adapt your plan as your lifestyle and ambitions evolve and embrace the thrill of staying proactive and turning challenges into triumphs. Confidently navigate your financial journey with our guidance.

Services

Cash Flow Management

Cash Flow Management

Be strategic with your financial resources and aspire to achieve your goals with confidence

Risk Management & Insurance Planning

Risk Management & Insurance Planning

Implement strategic risk management and tailored insurance planning solutions designed for the modern lifestyle

Education Saving Planning

Education Saving Planning

Empower your children's educational dreams with strategic savings planning for a brighter future

Stock Awards Analysis

Stock Awards Analysis

Unlock the full potential of your stock awards with an in-depth analysis and guidance to strengthen their value and make informed decisions that align with your long-term financial goals

Small Business Planning

Small Business Planning

Strategic planning, personalized guidance to mitigate risks, and aim to achieve long-term financial success

Retirement Planning

Retirement Planning

Guide finances, investments, and lifestyle choices with an aspiring goal to achieve financial independence and a desired standard of living during retirement years

Portfolio Management

Portfolio Management

Strategic investments that are aimed toward achieving a desired outcome, but mainly maintaining a comfortable level of risk tolerance

Debt Management

Debt Management

Prioritizing debt reduction and long-term wealth-building for a solid financial foundation toward your goal of financial independence

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