Why Panahelp

The expertise that sets us apart.

We don’t generalize. Our entire practice is built around the wealth management ecosystem. We understand the nuances of custodial platforms, planning philosophies, and the specific dynamics that make an advisory hire successful.

Technical Depth meets Emotional Intelligence

A resume only tells half the story. We assess candidates far beyond their credentials, evaluating advanced planning knowledge alongside the communication style and EQ required to serve high-net-worth clients.

Culture as a
Success Metric

We translate your firm’s DNA into a talent profile. By understanding your leadership style and service model, we identify professionals who don’t just "fit in" but actively strengthen your firm’s culture for the long haul.

A Partnership, Not a Transaction

We aren't here to just "fill a seat." We act as your long-term hiring partner, invested in building a cohesive team that supports your firm’s sustainable growth.

Our
Story

Get to Know Us

Sara Lorza is an executive recruiter and talent strategy expert specializing in the high-stakes world of financial services.

As the founder of Panahelp, she provides a sophisticated, relationship-driven approach to hiring for RIAs, investment offices, and tax practices.

Sara’s expertise lies in identifying talent that aligns with a firm’s long-term vision. Her placement success ranges from C-suite leadership (CIOs and Portfolio Managers) and advisory roles (CFPs and Wealth Planners) to the essential operations teams, including CSAs, Paraplanners, and Executive Assistants, that allow a firm to scale.

With a dedicated focus on supporting women in finance and a commitment to structured, transparent hiring, Sara moves beyond traditional recruitment. She acts as a strategic partner, helping firms refine their value proposition and secure high-performing talent that strengthens culture and elevates the client experience.