Carsten R. Streb EMBA | CFP®, EFA®
OUR PHILOSOPHY.
Since 2015, we as a team have been striving together for: Your Financial Happiness.
"Managing Partner"
As a Longhaired Dachshund | Diva, by the name of Rosa from the Rose City, your role, alongside play,
fun, and excitement, is the passionate "indirect" management of
Carsten R. Streb e. K. | Your Financial Planner
.
Her profession, based on her distinctly self-confident, proud, and loyal character, is, on the one hand, the recognition of risks and, on the other hand, the "sniffing out and tracking" of:
-
Costs
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Taxes
You can rest assured that Rosa will faithfully and regularly check in to ensure that everything runs perfectly:
In your best interest (Financial Happiness).
In addition, we are grateful for our assistants:
Assistants
As the Executive Assistant, Ms. Munsch is the right hand of the founder and owner, contributing significantly to supporting him in all processes, so that we can continuously provide and develop our added value for you.
Additionally, we are supported by our other assistant, Ms. Meister.
We look forward to getting to know you or being able to provide you with our agreed-upon service.
It is our honor.
Your Financial Planner,
Carsten R. Streb e. K.
