Panahelp Recruiting

Panahelp Recruiting is a specialized executive recruitment firm based in Austin, Texas, focused exclusively on the financial services industry. Led by talent strategy expert Sara Lorza, the company transforms financial firms by connecting them with elite talent through their proven B.E.S.T. methodology.

Panahelp Recruiting specializes in strategic talent acquisition for financial services firms, with a deep understanding of how the industry is evolving toward more holistic client approaches and life goal guidance. The company recognizes that as financial advising transforms, firms need dynamic, well-rounded teams that can inspire innovation, strengthen client relationships, and deliver exceptional results.

The firm's proven B.E.S.T. methodology is designed to minimize turnover, reduce hiring costs, and build high-performing teams for long-term success. This retention-focused approach reflects their belief that recruiting processes should match the strategic importance of human capital investments.

With extensive experience recruiting for RIAs, family offices, wealth management firms, and investment offices, Panahelp has established a proven track record of placing top-tier talent in critical roles. Their expertise spans from client-facing positions like CFPs, Financial Planners, and Wealth Advisors to senior investment roles including Portfolio Managers and Chief Investment Officers.

Led by Sara Lorza, an executive recruiter and talent strategy expert, the firm combines deep industry knowledge with personalized service. Their approach goes beyond simple placement to focus on building teams that drive long-term organizational success and client satisfaction.