Karim Ouazzi, CFP®

Karim Ouazzi is a Senior Wealth Advisor focused on leading client relationships and developing strategies aligned with each client’s vision of success—for themselves, their families, and their communities. He specializes in working with business owners and multi-generational families, helping simplify complex financial decisions through thoughtful, holistic guidance across the full balance sheet.

Karim brings deep experience in financial planning and wealth strategy, combining technical expertise with a practical, client-centered approach. He joined SEI in 2002 and previously worked within the Independent Advisor Solutions group, where he partnered with financial advisors to help grow their businesses through practice management and investment support.

He holds the Certified Financial Planner™ (CFP®) designation and earned a Bachelor of Arts in Business and Economics from Lafayette College. Outside of work, Karim values time with his wife and four children, staying active through sports, coaching, and giving back to his community.