Building the best Wealth Management Teams in California

Roklyn Consulting is a boutique recruiting firm for California’s Wealth Management industry. We expertly handle Financial Advisor transitions, placements for financial planners, and the recruitment of essential support staff.

LocationSpecific

Exclusive to the California Market

Roklyn serves wealth management firms in California. Our connections run deeper due to our dedicated focus on a single geographic territory and industry. We connect both local and remote talent to California Firms.

InformationalAdvantage

For Financial Advisors Considering a Transition

Roklyn’s deep relationships offer genuine insight into the culture, mission, and values of our partner firms. We provide unbiased assistance, helping you compare your current firm against diverse opportunities across the California Wealth Management landscape—including exploring Independence or transitioning to Wirehouse, Regional, RIA, or Boutique firms. Let us help you confidently navigate your career choices.

What Our Clients Say

Rylie Klepac

I had the great pleasure of working with Darci! From our initial conversation, it was clear that she genuinely cared about finding the right fit for me, both professionally and personally. I was impressed by her knowledge of the wealth management industry. Throughout the interview process Darci was responsive and provided valuable feedback.

Rylie Klepac
Meaningful Wealth Planning
Sarah Ellis

I cannot say enough wonderful things about Darci. She is communicative, caring, and a great listener. She makes connections that other recruiters probably wouldn’t see to make, helping candidates and hiring firms fill gaps in creative ways. Her hands-on approach ensures that nothing is lost in translation, ensuring her clients (both sides of the transaction) are fulfilled and in it for the long-term.

Sarah Ellis
GKV Capital
Morgan Jul

Darci is amazing. I am so thankful for her care during my career switch and transition. In our first meeting, I could tell she heard what I was looking for and what my strengths are, and carefully guided me from that first meeting and set me up with some incredible meetings. From there, once offers were made, she guided me to help make the best decision for me, amidst an already emotional time. I’m so thankful I was connected with her and I would not be where I am now, without her!

Morgan Jul
Beau Wirick, CFP®

Darci was an absolute Godsend. She was able to connect me with a company that aligned with my values, my personality, and my preferred geography, a combination I did not think was possible. I couldn’t be happier with Darci’s precision and professionalism. She is well-connected and knows how to make you stand out above the crowd.

Beau Wirick, CFP®