Recruiting
Transform Your Firm with Elite Talent
About
Do you believe personalized financial guidance is for everyone? We do, too.
​As financial advising evolves and clients seek a more holistic approach—expecting guidance beyond financial plans toward life goals— we focus on the qualities that set top performers apart.
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Our mission is to help you build a dynamic, well-rounded team. One that inspires innovation strengthens relationships and delivers exceptional results.
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Our proven B.E.S.T. methodology minimizes turnover, cuts hiring costs, and builds high-performing teams for long-term success.
Get to know us
Sara Lorza is an executive recruiter and talent strategy expert behind Panahelp, specializing in the financial services industry. With extensive experience recruiting for RIAs, family offices, Wealth management, and investment offices, she has a proven track record of placing top-tier talent in critical roles, from CFPs, Financial Planners, and Wealth Advisors to Portfolio Managers and Chief Investment Officers (CIOs).
