STRIVE FOR THEIR
FINANCIAL HAPPINESS.
Financial advice in Wiesbaden.
Your financial advisor from Wiesbaden.
Are You Looking for Individualized and Qualified Professional Financial Consulting?
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When it comes to your finances and your personal situation, trust plays a central role. For this reason, we emphasize getting to know each other and defining the services you desire together, so we can offer you individualized and optimal advice on equal footing.
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We offer a wide range of consulting services, tailored to your unique needs!
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You can meet us in person in the Rheingau area or at our locations in Wiesbaden, Frankfurt am Main, and Mainz am Rhein, or we can connect digitally.
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We provide services nationwide across Germany.
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Carsten R. Streb | EMBA is an accredited and certified financial planner | CFP® and EFA®, offering you consulting, implementation (mediation), and support.
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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!
We would be pleased to introduce ourselves to you - before anything else:
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 checked for authenticity before publication. The reviews shown are exclusively written by real customers who have been advised by 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!
​Your added value. Our financial advice.
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 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
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inner peace
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confidence
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Success | Feeling of having achieved something
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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!
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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.
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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 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.
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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 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.
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We develop your customized financial plan and solutions that align with your financial goals.
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We understand the unique challenges faced by young people, mid-career professionals (emerging leaders and executives), as well as older individuals such as private investors (former entrepreneurs, retirees, and pensioners).
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We also specifically address the needs of freelancers, such as doctors, as well as entrepreneurs like vintners.
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Each situation is discussed individually, and we develop your personal 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.
In addition, we specialise in wine and sparkling wine lovers, partly due to our company headquarters and our region: Rheingau.
Your financial advice. Our services.
Financial plan.
Your FinanzPlan,
as individual as you are!
InvestmentPlan.
The basis of a successful investment is:
Your personalised investment plan according to your individual risk/return profile.
Retirement plan.
It is the sum of all, not just the ‘one’ right decision, that determines whether you reach your goal.
FinancingPlan.
Increase the probability of your success - whether you want to set up / buy a company or invest in property.
Arrange now.