STRIVING FOR YOUR

FINANCIAL HAPPINESS.

Financial advice in Mainz.
Your financial advisor from Mainz am Rhein.

Are you looking for individualized and qualified professional financial advice?

When it comes to your finances and your unique situation, trust plays a central role. That's why we emphasize getting to know each other and jointly defining the services you need, so we can offer you the most personalized and effective advice possible.

We provide a wide range of advisory services tailored to you!

An introductory meeting can take place in person in the Rheingau region or at our locations in Wiesbaden, Frankfurt am Main, and Mainz am Rhein, but we’re also happy to meet digitally.

We serve clients across Germany.

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

You and our clients benefit from:

Proven Competence (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 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 Advice | Holistic or Thematic

You decide: whether you prefer a holistic or thematic financial consultation. Regardless, we will always consider all relevant aspects of your financial situation as well as your personal circumstances.

Relevance (Quality)
Ongoing mandatory training ensures that your financial consulting aligns with the latest laws, regulations, and scientific findings (financial science)

Let us earn your trust and create a solid foundation for our collaboration!

Free Introductory Meeting!

We would like to introduce ourselves to you before anything else:

Carsten R. Streb EMBA | CFP®, EFA®

Your Financial Planner.

Accredited Financial Planner, including state authorization as a Fee-Based Financial Investment Advisor.

Information on Customer Reviews according to §5b UWG Transparency is essential in all areas of Carsten R. Streb | Your Financial Planner. For this reason, our customer reviews on various platforms (Proven Expert, whofinance, Google Maps) are checked for authenticity before publication. The displayed reviews have been written exclusively by real clients 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 meeting 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 Consulting

You are not sure what added value professional and qualified financial advice provides compared to another or even your own ‘financial advice’?

What added value does professional and qualified financial advice offer compared to others or planning your finances independently 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 about the sum of all decisions, not just the "one" right choice.

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

- Investment Efficiency -

- Cost Efficiency -

- Tax Efficiency -

- Behavioral Efficiency -

to help you make the best financial decisions possible.

Financial Happiness.

Our goal is to help you achieve a healthier, happier, and more prosperous life.

We support you on your journey to:

Inner Peace
Trust
Success | The feeling of accomplishment
Confidence (in financial matters).

Individuality.

Your life, your goals | your FinancialPlan.

We create your individual profile | your customised FinancialPlan.

Whether holistic or just topic-orientated and with or without implementation and support of your financial plan.

Your financial plan - as individual as you are!

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.

There are no conflicts of interest with us.

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

Digitalization.

We can work together 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 one 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 value on sustainability and are FNG-certified as advisors for sustainable investments.

Talk to us about your sustainability preferences.

Financial Consulting. Targeted.

Efficient financial decisions through specialization

Your financial advice is clearly focussed on 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 align with your financial goals.

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

We also cater specifically to freelancers, such as doctors, as well as business owners, including vintners.

We discuss each situation individually and develop your personal financial plan.

Small and Medium Enterprises (SMEs).

We understand the unique characteristics and financial challenges of a business.

Whether it's financial consulting and planning for startups or established companies, or if you are considering transitioning away from your business - we leverage our expertise to find the best solution for you and your company

Get to know us.

Additionally, we specialize in serving wine and sparkling wine enthusiasts, particularly due to our location in the Rheingau region.