STRIVING FOR YOUR FINANCIAL HAPPINESS.
Financial Consulting in Frankfurt.
Your financial advisor from Frankfurt am Main.
Are you looking for personalised and qualified professional financial advice?
Trust plays a central role, especially when it comes to your finances and your very personal situation. For this reason, we attach great importance to getting to know each other and defining the service you require together so that we can offer you the best possible personalised advice on an equal footing.
We offer you a wide range of consulting services. As individual as you are!
We can get to know you personally on site in the Rheingau or at our locations: Wiesbaden, Frankfurt am Main and Mainz am Rhein, but also digitally.
We are at your service throughout Germany.
Carsten R. Streb | EMBA is an accredited and certified Financial Planner | CFP® and EFA® and offers you advice, implementation (mediation) and support.
You and our clients benefit from.
Proven Competence (Quality)
Licenses, accreditations, and certified degrees from recognized institutions (including the Chamber of Commerce, University of St. Gallen | Switzerland, EBS Executive School | Rheingau).
No Dependency Relationships
No affiliation with a financial sales organization or financial product manufacturer.
Clarity
Overview and transparency before the start of your financial advice, including and above all about advice costs.
Financial Consulting | Holistic or Thematic.
You decide: whether to have a holistic or thematic financial consultation, always considering all relevant aspects of your financial and life situation.
​Relevance (Quality)
Ongoing mandatory training ensures that your financial advice aligns with the latest laws, regulations, and scientific findings (finance science).
Let us earn your trust and establish a solid foundation for our collaboration!
We’d be happy to introduce ourselves to you—before anything else:
Information on Customer Reviews According to §5b UWG Transparency is important in all areas of Carsten R. Streb | Your Financial Planner. For this reason, our customer reviews on the respective platforms (Proven Expert, whofinance, Google Maps) are verified for authenticity before publication. The displayed reviews are solely written by real customers who have received consulting services from Carsten R. Streb. We publish all verified reviews, regardless of whether they are positive or negative.
We look forward to seeing you!
​
Your Financial Planner.
​
Carsten R. Streb EMBA | CFP®, EFA®
​
Carsten R. Streb e. K.
​
Strive for your financial happiness!
Your Added Value. Our Financial Consulting.
Are you unsure what added value a professional and qualified financial advisory service provides compared to others or even your own "financial advice"?
​
What benefits does a professional and qualified financial advisory service offer over self-directed financial planning using traditional magazines, books, or digital resources like Google, finance blogs, financial influencers, investment trackers, apps, etc.?
​
Invest in your finances, in your life:
​
The professional and qualified financial advisory service at Carsten R. Streb e. K. offers you the following advantages:
Efficiency.
​
It's about the sum, not just the "one" right decision.
​
That's why we work with you not just on one aspect, but on all, meaning:
​
- Investment Efficiency -
- Cost Efficiency -
- Tax Efficiency -
- Behavioral Efficiency -
​
for your best possible financial decisions.
Financial happiness.
​​
Our goal is to make your life healthier, happier and more prosperous.
​​
We support you on the path to your​
-
inner peace
-
confidence
-
Success | Feeling of having achieved something
-
Confidence (financially).
Individuality.
​
Your life, your goals | Your financial plan.
We create your personalized profile | Your tailored financial plan.
​
Whether holistic or topic-oriented, with or without implementation and support for your financial plan.
Your financial plan – as unique as you!
​
Time.​
​
Let us strive for your financial happiness, so you have more time for what truly matters.
​
Use the freed-up time for yourself!
Objectivity.
​
As your financial planner, we represent your interests.
​
With us, there are no conflicts of interest.
​
This is especially reflected in our unique and customizable compensation models.
​
​
​
​
Digitality.
We can collaborate both in person and fully digitally.
In addition to digital meetings, we offer secure digital communication, e-signatures, and an overview of your finances with just a click through our own CRS Cloud and app.
Clarity.
​
We stand for clarity!
Whether with our fee models or our recommendations - we want you to understand every step.
Your life and financial plan is the basis for your clear financial path.
​
​
​
​
Sustainability
​
We place great importance on sustainability and are additionally FNG certified as advisors for sustainable investments.
​
Talk to us about your sustainability preferences.
Financial advice. Targeted.
Efficient financial decisions through specialisation.
Your financial consultation is clearly tailored to your individual goals. As your financial advisor, we advise individuals (private clients), as well as small and medium-sized enterprises (SMEs).
Individuals.
​
We develop your customized financial plan and solutions that align with your financial goals.
​
We understand the unique challenges faced by young professionals, mid-career individuals (emerging leaders), and older adults, such as retirees and former entrepreneurs.
​
This also includes the specific needs of freelancers, like doctors, as well as entrepreneurs, such as winemakers.
​
We discuss each situation individually and create your personal financial plan.
Small and Medium Enterprises (SMEs).
​
We understand the unique characteristics and financial challenges of a business.
​
Whether it’s about financial consulting and planning for startups or established companies, or even if it’s time to let go of your business, we leverage our expertise to find the best solution for you and your company.
In addition, we specialise in wine and sparkling wine lovers, partly due to our company headquarters and our region: Rheingau.
Your financial advice. Our services.
Financial plan.
​
Your financial plan, as individual as you are!
Investment Plan.
The foundation of a successful investment is:
Your individual investment plan based on your unique risk-return profile.
Retirement plan.
It's the sum of decisions, not just the "one" right choice, that determines whether you achieve your goal.
Financing Plan.
Increase your chances of success—whether you're starting or buying a business or investing in real estate.
Schedule Now.