Your financial advisor | Wiesbaden, Frankfurt, Mainz & nationwide.
Your financial advisor from the Rheingau.
Are you looking for a financial advisor who can provide you with genuinely individualized and verifiably qualified professional financial advice?
Carsten R. Streb e. K., founded and owned by Carsten R. Streb | EMBA, is an accredited and certified financial planner | CFP® and EFA®.
As "your financial advisor," we offer you a wide range of consulting services. As unique as you are!
Depending on your needs, we provide either topic-oriented (project-based) or, if required, holistic consulting. If desired, we can also implement (brokerage) and offer you support in managing your finances.
When it comes to your finances and your personal situation, trust plays a central role. That's why we value getting to know each other calmly in the first step, allowing us to define the services you want together, so we can provide you with the best possible individualized advice at eye level.
An introduction can take place in person at our headquarters in the Rheingau or at our locations in:
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Wiesbaden
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Frankfurt am Main
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Mainz am Rhein
or also nationwide in:
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Düsseldorf
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Hamburg
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Berlin
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Munich
Additionally, we are more than happy to meet
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digitally.
You and our clients benefit from:
Demonstrable Competence (Quality)
Education, licenses, accreditations, and certified degrees from recognized institutions (including the Chamber of Commerce, University of St. Gallen | Switzerland, EBS Executive School | Rheingau, Germany).
No dependency relationships.
No affiliation with a financial sales organization or financial product manufacturer.
Clarity
Overview and transparency before starting your financial consultation, especially regarding advisory costs.
Financial advice | Holistic or topic-orientated.
You decide: Whether you want holistic or topic-orientated financial advice. But always taking into account all relevant aspects of your financial situation and your life situation.
Up-to-dateness (quality)
Ongoing mandatory further training ensures that your financial advice is based on the latest laws, regulations and scientific findings (financial science).
Let us earn your trust and establish a solid foundation for our collaboration!
We would be happy to introduce ourselves to you before 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 for authenticity before publication. The displayed reviews have been written exclusively 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 meeting you!
Your financial planner,
Carsten R. Streb EMBA | CFP®, EFA®
Carsten R. Streb e. K.
Striving for your financial happiness!
Your Financial Advisor. Your Added Value.
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 the sum, not just the "one" right decision.
For this reason, we work with you not only on one aspect but on all, including:
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Investment Efficiency
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Cost Efficiency
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Tax Efficiency
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Behavioral Efficiency
to ensure your best possible financial decisions.
Financial Happiness.
Our goal is to help you lead a healthier, happier, and wealthier life.
We support you on your journey to achieve
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Inner Peace
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Trust
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Success | The feeling of having accomplished something
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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.
Your financial consulting— as unique as you!
Time.
Let us strive for your financial happiness so you have more time for what truly matters.
Make the most of the time you gain for yourself!
Objectivity
As your financial advisor, we represent your interests.
With us, there are no conflicts of interest.
This is particularly reflected in our unique and customizable fee models.
Digitality.
We can work together both in person and 100% digitally.
Of course, in addition to digital meetings, we offer you secure digital communication, digital eSignatures and an overview of your finances with ‘just’ one click via our own CRS cloud and app.
Clarity
We stand for clarity!
Whether it's our fee structures or our recommendations, we want you to understand every step of the process.
Your life and financial plan is the foundation for your clear financial path.
Sustainability.
We attach great importance to sustainability (companies) and are also FNG-certified as advisors for sustainable investments.
Talk to us
about your sustainability preferences.
Financial advice. Targeted.
Efficient financial decisions through specialisation.
Your individual financial consulting is clearly focused on you and your specific goals. As your financial advisor, we work with both individuals (natural persons) and small to medium-sized enterprises (SMEs), whether they are partnerships or legal entities such as GmbHs.
In addition, we specialize in the Rheingau region, catering to wine and sparkling wine enthusiasts.
Individuals
We develop a tailored financial plan and solutions that align with your financial goals.
We understand the unique challenges faced by individuals, whether they are emerging leaders, executives, retirees, or privatiers.
This includes the specific needs of freelancers such as doctors, tax consultants, legal advisors, and entrepreneurs like vintners.
We discuss each situation individually and create a personal financial plan that fits you perfectly.
As individual as you are!
Small and Medium Enterprises (SMEs)
We understand the unique characteristics and financial challenges faced not only by entrepreneurs but also by businesses themselves.
Whether it's financial consulting for start-ups, established companies, or even the process of letting go of your business, we leverage our expertise to find the best solutions for you as an entrepreneur and for your company.
Your financial consulting. Our services.
Financial Plan.
Your FinancialCounselling.
Your FinanzPlan,
as individual as you are!
Investment Plan.
The basis of a successful investment is:
Your personalised financial advice and your investment plan according to your individual risk/return profile.
Retirement Plan.
It's the sum of decisions, not just the "one" right choice, that determines whether you achieve your goal.
FinancingPlan.
Increase the likelihood of your success—whether you want to invest in real estate or start/buy a business.
Schedule Now.