Sara Lorza

I help financial firms hire smarter

Sara Lorza is the founder of PanaHelp, a specialized recruiting firm serving independent RIAs and boutique wealth management firms. She partners with founders and senior leaders to build the teams behind sustainable growth, helping firms identify, attract, and deeply assess the talent they need as their business evolves. Her approach starts with the business behind the hire. What does the firm need this person to solve? Where is the current team stretched? What does the next stage of growth require? And what kind of person will succeed in the firm's culture? From there, Sara combines wealth management specialization, market intelligence, and deeper candidate assessment to find people who fit the role, the firm, and the stage of growth. Because the right hire isn't simply someone who can do the job.