Nic Perez MBA, CFP®

Direct (314) 244-3277 | nperez@monetagroup.com

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As an Advisor on the Diederich Team at Moneta Group, Nic Perez enjoys serving in the unique role of ‘client advocate.’ He strives to build trusting relationships with each individual client of the Diederich Team and helps them plan for and accomplish a successful financial future.

In addition to Family CFO clientele, the Diederich Team also works with institutional clients to assist them in the prudent management of their endowments, foundations, and retirement plans.

Nic earned his B.S. in Business Administration and a B.F.A in Visual Communications from the University of Kansas and his MBA from Emory University in Atlanta. These degrees gave him the expertise needed to understand the complexities of wealth management. Additionally, Nic has achieved the CERTIFIED FINANCIAL PLANNER™ designation.

Outside of Moneta, Nic is active in the St. Louis community. He serves as a committee member for the Ronald McDonald House Charities® annual Kids & Clays event and on an Allocation Panel for the United Way of Greater St. Louis, helping provide funding direction for the charity.

Nic lives in University City with his wife Jill and their three children, Charleston, Hattie, and Everett.

  • CERTIFIED FINANCIAL PLANNER™
  • American Society of Pension Professionals & Actuaries, Member
  • Ronald McDonald House Charities® Kids & Clays, Committee Member
  • United Way of Greater St. Louis, Allocation Panel