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.
STEP ONE
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 TWO
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 THREE
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 FOUR
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 FIVE
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 SIX
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 ONE
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 TWO
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 THREE
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 FOUR
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 FIVE
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 SIX
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
Be strategic with your financial resources and aspire to achieve your goals with confidence
Implement strategic risk management and tailored insurance planning solutions designed for the modern lifestyle
Empower your children's educational dreams with strategic savings planning for a brighter future
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
Strategic planning, personalized guidance to mitigate risks, and aim to achieve long-term financial success
Guide finances, investments, and lifestyle choices with an aspiring goal to achieve financial independence and a desired standard of living during retirement years
Strategic investments that are aimed toward achieving a desired outcome, but mainly maintaining a comfortable level of risk tolerance
Prioritizing debt reduction and long-term wealth-building for a solid financial foundation toward your goal of financial independence
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
SC Financial Group and LPL Financial are separate entities.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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