STRIVING FOR YOUR

FINANCIAL HAPPINESS.

Financial Consulting in Hamburg.
Your financial advisor from Hamburg.

Are you looking for personalized and qualified professional financial advice?

When it comes to your finances and your unique personal situation, trust plays a central role. This is why we place great importance on getting to know each other and defining the service you desire, so that we can offer you individual and the best possible advice at eye level.

We offer a wide range of advisory services. As individual as you are!

A meeting can take place in person at our location in the Rheingau or at our offices in Wiesbaden, Frankfurt am Main, and Mainz am Rhein, but we are also happy to meet digitally.

We are available nationwide across Germany to serve you.

Carsten R. Streb | EMBA is an accredited and certified financial planner | CFP® and EFA®, offering you advice, implementation (brokerage), and ongoing support.

You and our clients benefit from:

Proven expertise (quality)

Licenses, accreditations, and certified degrees from recognized institutions (including the Chamber of Industry and Commerce, University of St. Gallen | Switzerland, EBS Executive School | Rheingau).

No dependency relationships

No affiliation with any financial sales organization or financial product manufacturer.

Clarity

Overview and transparency before the start of your financial advisory, especially regarding advisory fees.

Financial Consulting | Holistic or Topic-Oriented.

You decide: Whether a holistic or topic-oriented financial consultation. However, it will always take into account all relevant aspects of your financial situation, as well as your personal life circumstances.

Current knowledge (quality)

Ongoing mandatory continuing education ensures that your financial advisory is aligned with the latest laws, regulations, and scientific findings (financial science).

Let us earn your trust and establish a strong foundation for our collaboration!

Free Introductory Meeting!

We would be happy to introduce ourselves to you – before anything else:

Carsten R. Streb EMBA | CFP®, EFA®

Your Financial Planner.

Accredited Financial Planner, including government certification as a Fee-based Financial Investment Advisor.

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 being published. The displayed reviews were written exclusively by real clients who have received advisory services from Carsten R. Streb. We publish all verified reviews, regardless of whether they are positive or negative.

We look forward to working with you!

Your Financial Planner,

Carsten R. Streb EMBA | CFP®, EFA®

Carsten R. Streb e. K.

Striving for your financial happiness!

Get to know us.

Mehrwerte

Your added value. Our financial advisory.

Not sure what added value professional and qualified financial advice provides compared to other options or even your own "financial advice"?

What advantages does professional and qualified financial consulting offer over independent planning of your finances with the help of analog magazines, books, or digital tools such as Google, finance blogs, financial influencers, investment trackers, apps, etc.?

Invest in your finances, invest in your life:

The professional and qualified financial consulting at Carsten R. Streb e. K. provides you with the following added values:

Efficiency.

It’s the sum, not just the "one" right decision.

For this reason, we work with you not only on one, but on all aspects, including:

- Investment efficiency -

- Cost efficiency -

- Tax efficiency -

- Behavioral efficiency -

To help you make the best possible financial decisions.

Financial Happiness.

Our goal is your healthier, happier, and wealthier life.

We support you on the path to your:

Inner peace
Trust
Success | The feeling of having achieved something
Confidence (in financial matters)

Individuality.

Your life, your goals | Your financial plan.

We create your individual profile | your tailored financial plan.

Whether holistic or focused on specific topics, with or without implementation and ongoing support of your financial plan.

Your financial plan – as unique as you are!

Zeit.

Lassen Sie uns für Ihr finanzielles Glück streben, damit Sie mehr Zeit für das Wesentliche haben.

Nutzen Sie die frei werdende, gewonnene Zeit für sich!

Objectivity.

As your financial planner, we represent your interests.

There are no conflicts of interest with us.

This is especially reflected in our unique and individually customizable fee models.

Digitalization.

We can work together both in person and 100% digitally.

In addition to digital meetings, we offer you secure digital communication, e-signatures, and an overview of your finances with just one click through our own CRS Cloud and app.

Clarity.

As your financial planner, we represent your interests.

There are no conflicts of interest with us.

This is demonstrated in particular by our unique and individually selectable fee models

Sustainability.

We place great value on sustainability (companies) and are also FNG certified as advisors for sustainable investments.

Talk to us about your sustainability preferences.

Financial Consulting. Targeted.

Efficient financial decisions through specialization.

Your Financial Advisory is clearly aligned with your individual goals.
As your financial advisor, we advise both individuals (private clients) and small to medium-sized businesses (SMEs).

Individuals.

We develop your tailored financial plan and solutions that align with your financial goals.

We understand the unique challenges faced by young professionals, mid-career individuals (such as rising and senior executives), as well as older individuals like retirees, former entrepreneurs, and pensioners.

We also specialize in addressing the specific needs of freelancers, such as doctors, and entrepreneurs, including vineyard owners and other business owners.

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 financial advice, planning for startups, or established businesses, or even if it's time to let go of your company – we use our expertise to find the best solution for you and your business.

Let’s get to know each other!

In addition, we are specialized in, among other things, thanks to our company location and region: Rheingau, catering to wine and champagne enthusiasts.