STRIVING FOR YOUR
FINANCIAL HAPPINESS.
Financial advice in Cologne and Düsseldorf.
Your financial advisor from Cologne and Düsseldorf.
Are you looking for individualized and qualified professional financial advice?
When it comes to your finances and your personal situation, trust plays a central role. That’s why we emphasize getting to know each other and defining the services you desire, so we can provide you with personalized and optimal advice on equal footing.
We offer a variety of consulting services, as unique as you are!
A meeting can take place in person at our locations in the Rheingau, Wiesbaden, Frankfurt am Main, and Mainz am Rhein, or we can arrange it digitally.
We are available nationwide in Germany to serve you.
Carsten R. Streb | EMBA is an accredited and certified financial planner | CFP® and EFA® and offers you consulting, implementation (placement), and support.
You and our clients benefit from:
Proven competence (quality)
Approvals, accreditations and certified degrees from recognized institutions (including Chamber of Commerce and Industry, University of St. Gallen | Switzerland, EBS Executive School | Rheingau).
No dependencies
No affiliation with any financial distributor or financial product manufacturer.
clarity
Overview and transparency before starting your financial advice, including and especially regarding advice costs.
Financial advice | Holistic or topic-oriented.
You decide whether you want holistic or topic-oriented financial advice. However, this always takes into account all relevant aspects of your financial situation and your life situation.
timeliness (quality)
Ongoing mandatory training ensures that your financial advice is based on the latest laws, regulations and scientific findings (financial science).
Let us earn your trust and create a trusting basis for our cooperation!
We would be happy to introduce ourselves to you — before moving on to anything else:
Information on customer reviews in accordance with §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 checked and verified for authenticity before publication. The reviews displayed were written exclusively by real customers who have received advice 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 advice.
Are you unsure about the added value that professional and qualified financial advice provides compared to other or even your own "financial advice"?
What added value does professional and qualified financial advice offer compared to others or independent planning of your finances with the help of analogue magazines, books or digital options such as Google, financial blogs, finfluencers, investment trackers, apps, ...?
Invest in your finances, in your life:
The professional and qualified financial advice from Carsten R. Streb e. K. offers you the following added value:
Efficiency.
It's the sum, not just the "one" right decision.
For this reason, we work with you on all aspects, meaning:
- Investment Efficiency -
- Cost Efficiency -
- Tax Efficiency -
- Behavioral Efficiency -
to ensure your best possible financial decisions.
Financial Happiness.
Our goal is your healthier, happier, and more prosperous life.
We support you on the path to your
-
Inner Peace
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Trust
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Success | The feeling of achievement
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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 themes, with or without implementation and support of your financial plan.
Your financial plan — as unique as you are!
Time.
Let us strive for your financial well-being, so you can have more time for what matters most.
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 particularly demonstrated by our unique and individually selectable compensation models.
Digitalization.
We can collaborate both in person and 100% digitally.
In addition to digital meetings, we offer you secure digital communication, digital e-signatures, and an overview of your finances with just a 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 (as a company) and are also FNG certified as advisors for sustainable investments.
Talk to us about your sustainability preferences.
Financial advice. Targeted.
Efficient financial decisions through specialization.
Your financial advice is clearly tailored to your individual goals .
As your financial advisor, we advise individuals (private persons), but we also advise small and medium-sized enterprises (SMEs).
individuals.
We develop your customized financial plan and solutions that meet your financial goals.
We understand the unique challenges faced by young people in mid-life ( junior managers and executives ) but also older people such as private individuals (former entrepreneurs , retirees and pensioners) .
This also applies explicitly to freelancers such as doctors , but also to entrepreneurs such as winemakers.
We discuss each situation individually and develop your personal financial plan.
Small and medium-sized enterprises (SMEs).
We understand the specifics and financial challenges of a business.
Whether it is financial advice, planning for start-ups or established companies, or whether it is already a matter of letting go of your company - we use our expertise to find the best solution for you and your company.
In addition, we are specialized in wine and sparkling wine lovers due to our company headquarters and our region: Rheingau.
Your financial advice. Our services.
financial plan.
your financial plan,
as individual as you!
investment plan.
The basis of a successful investment is:
Your individual investment plan based on your individual risk/return profile.
retirement plan.
It's the sum of, not just the "one" right decision, that determines whether you reach your goal.
financing plan.
Increase the likelihood of your success - whether you want to start/buy a business or invest in real estate.
Schedule Now.