Karim Ouazzi — Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management

Karim Ouazzi — Personal Business Manager, SEI Private Wealth Management · SEI Private Wealth Management · Greater Philadelphia.

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Profile updated Nov 2026 · Sourced from public professional profiles · Legitimate-interest B2B basis

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About

Karim Ouazzi is a Senior Wealth Advisor at SEI Private Wealth Management. He works with business owners and multigenerational families on financial planning, wealth strategy and decisions across their balance sheets. He joined SEI in 2002 and previously worked in Independent Advisor Solutions, supporting advisers with practice management and investments. He holds a BA in Business and Economics from Lafayette College and is a CFP professional.

Experience

Relationship ManagerCurrent
SEI · Oaks, PA
Jul 2012 – Present
I serve high net worth individuals and families build and execute wealth management strategies based on their personal, family and community goals. By leading clients through our unique discovery process, we help them identify, articulate and prioritize their goals; track financial resources; and organize those resources in support of their stated goals. Our approach brings organization, clarity and confidence to our client’s decision-making process. My particular focus is to provide clients with advice on all aspects of wealth management and help them understand the impact and trade-offs of their financial decisions. I bring the expertise of SEI’s in-house team of specialists in the areas of investing, tax management, estate planning and trust administration, succession and philanthropy to facilitate decision making. Our clients receive one source of accountability and as a result are able to make better and more confident decisions.