The SEI Wealth Network®
Looking beyond your wealth. An exclusive national system of independent advisors, the mission of the SEI Wealth Network® is the fulfillment of our clients' goals. Our innovative approach is best realized through the experience of working with us.
SEI Wealth Network® Member Firms are growing in both number and regional specialty, yet all share the resources and expertise of a proven global organization.
To discover more about the SEI Wealth Network®,
click here.
Strategic Financial Designs, Inc.
Member, SEI Wealth Network®
Real lives. Real answers. At Strategic Financial Designs, Inc. (SFD), we pride ourselves on offering holistic, life and wealth advice. Historically, our relationships have been much deeper than that of any traditional "Financial Planner." Our partnership with the SEI Wealth Network® takes our business to the next level. Our advice stretches far beyond typical financial issues and is tied to uniquely personal goals. Combining proven expertise with genuine objectivity, our success is defined by our ability to make your vision real.
While the current scope of our business is concentrated in Illinois, our Wealth Network Membership is national, with plans to expand globally. If you would like to learn how our Network might help you, simply call 1-888-SEI-LEARN (1-888-734-5327) or
drop us an email: WealthResponse@seic.com.
Ellen Rogin, CPA/CFP
Ellen Rogin, a Certified Public Accountant and a Certified Financial Planner™ is founder and President of Strategic Financial Designs, Inc. (SFD), a Northfield, Illinois-based registered investment advisor and independent financial advisory firm established in 1990. A seasoned financial advisor as well as a lively author and presenter, she is driven by a mission to educate her readers and audiences on wise financial practices and the options available to them in achieving their financial goals.
In her more than 20 years in the financial profession, Rogin has established a reputation as a nationally known expert in the field of personal financial planning, and as a sought-after speaker and columnist.
- Published in the Chicago Tribune
- Writes column carried by the Pioneer Press in 48 suburban Chicago newspapers on money management issues for women,
- Featured speaker along with ABC local news anchor Dian Burns at the Itasca Bank and Trust Women's Forum
- Prime time television live interview - personal finances in the current political climate
- Frequent speaker before corporate and organizational audiences -- from CF Industries and the Women's Bar Association to the Chicago Finance Exchange, the National Association of Women Business Owners, Anheuser-Busch, American Rental Association, Women in Finance and the Network of Women Entrepreneurs
- Quoted in a wide range of national and local media including Money magazine, Business Week, Working Woman, Chicago Lawyer, Ladies Home Journal, Working Mother, Winning Strategies, and Mademoiselle, The Chicago Tribune, Crain's Chicago Business and Chicago's ABC TV affiliate.
Rogin's professional and community involvement reflects her desire to educate people and show them the tools for self-reliance:
- CPA
- Certified Financial Planner®
- Network of Women Entrepreneurs Entrepreneur of the Year
- Technical Editor for Cliff Notes for the First Time Investor
- Participated in a Calvert Mutual Funds advisory board charged with developing an educational program on women and money
- Program chair for the Chicago Area Chapter of the National Association of Women Business Owners
- Past president of the Network of Women Entrepreneurs
Before becoming a financial planner and an entrepreneur, Rogin was part of the Entrepreneurial Services Group at Arthur Young & Company (now Ernst & Young), and later was a Vice President with TIS Financial Services. She is a Phi Beta Kappa Graduate of Newcomb College at Tulane University with a Bachelor of Arts in Economics, and holds an MBA in Accounting from New York University.
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SEI Wealth Network® is an umbrella name for various life and wealth services provided through Strategic Financial Designs, Inc. (SFD) and SEI Investments Management Corp.
Information on this site is directed toward U.S. residents only. Strategic Financial Designs and SEI Investments Management Corp. are registered as investment advisors with the SEC. Strategic Financial Designs and SEI Investments Management Corp. only transact business in states where they are properly registered, or are excluded or exempted from registration requirements.
Securities and variable annuities offered through SEI Investments Distribution Co., a registered broker/dealer and member NASD/SIPC, One Freedom Valley Drive, Oaks, Pennsylvania 19456.
Insurance products offered through SEI Insurance Group Inc.
Strategic Financial Designs, Inc. (SFD), SEI Investments Distribution Co., SEI Investments Management Corp. and SEI Insurance Group Inc. are separate companies.
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