STRIVE FOR THEIR

FINANCIAL HAPPINESS.

Financial advice in Berlin.
Your financial advisor from Berlin.

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 expertise (quality)

Licences, accreditations and certified degrees from recognised institutions (e.g. Chamber of Industry and Commerce, University of St. Gallen | Switzerland, EBS Executive School | Rheingau).

No dependency relationships

No affiliation to a financial distributor 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 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 create a trusting basis for our co-operation!

Get to know us for free!

We would be pleased 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 important in all areas of Carsten R. Streb | Your Financial Planner. For this reason, our customer reviews are checked and verified for authenticity on the respective platforms (Proven Expert, whofinance, Google Maps) before publication. The displayed reviews have been written solely 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 seeing you!

Your FinanzPlaner.

Carsten R. Streb EMBA | CFP®, EFA®

Carsten R. Streb e. K.

Strive for your financial happiness!

Get to know us.

Mehrwerte

Your added value. Our financial advice.

Not sure what added value a professional and qualified financial consultation provides compared to others or even your own "financial advice"?

What benefits does professional and qualified financial consulting offer over self-planning your finances using print magazines, books, or digital resources like Google, finance blogs, 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. offers you the following added values:

Efficiency.

It is the sum, not just the ‘one’ right decision.

For this reason, we work with you not just on one, but on all of them, i.e.

- investment -

- cost -

- tax -

and

behavioural efficiencies

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 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 that you have more time for the essentials.

Use the time you have freed up 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.

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.

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 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 financial consultation is clearly aligned with your individual goals.
As your financial advisor, we provide guidance to individuals (private clients) as well as small and medium-sized enterprises (SMEs).

Individuals.

We develop your customised financial plan and solutions that meet your financial goals.

We understand the unique challenges of young, mid-life (young professionals and executives) as well as older people such as private individuals (former entrepreneurs, retirees and pensioners).

Also explicitly those of freelancers such as doctors, but also of entrepreneurs such as winegrowers.

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

Small and medium-sized enterprises (SMEs).

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

Whether it's financial advice and planning for start-ups or established companies, or whether it's time to let go of your business, we use our expertise to find the best solution for you and your company.

Get to know us now!

Additionally, we are specialized, among other things, due to our company location and region: Rheingau, in catering to wine and sparkling wine enthusiasts.