Janath’s mission since becoming a financial advisor in 1992, is to serve as his client’s leading resource and advocate in the fulfillment of their financial goals. He prides himself on the longstanding relationships he has established over the course of his career. Janath assists his clients in prioritizing their most important financial goals by listening to their needs and desires for the future
and tailors specific strategies for each client based on those needs. Janath has access to a diverse variety of financial products and services. Services include Wealth Accumulation, Retirement Planning, Estate Planning Strategies, College Funding, Business and Succession Planning, as well as Risk Management. AWARDS:
• John Hancock Hall of Fame
• Lifetime Member of the Million Dollar Round Table (MDRT)
• Qualifier for ACE (Achieving Client Excellence)
Janath earned his BA in Economics/Accounting from Clark University and the life Underwriing Training Council Fellow Designation (LUTCF) from The National Association of LIfe Underwriters. He is an active member of NAIFA, the Estate and Business Planning Council, and is a past board member of the Worcester Society for Financial Services Professionals. Janath is also past President and current board member of the Sri Lanka Association of New England. Janath resides in Upton, MA with his wife Elizabeth and two daughters Isabella and Aryana. When he is not assisting his clients, you will find Janath on the water enjoying another of his
passions, deep sea fishing. HALL OF FAME: The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. To be included in the HOF, inductees need to qualify for the ACE award 15 times. MILLION DOLLAR ROUND TABLE: Qualifying membership in the MDRT Court of the Table is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year and remit the required Court of the Table dues to continue their affiliation with the Million Dollar Round Table. ACHIEVING CLIENT EXCELLENCE: The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Visit www.bostonpartnersfinancialgroup.com
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