Charlie Mueth enjoys helping clients organize their financial situation and setting them on a path to achieve their financial goals. He is thrilled to be part of Moneta, specifically for its dedication to world-class client service.

Charlie joined the Diederich Simmons Perez Team in 2020 after graduating from the University of Wisconsin-Madison with a B.B.A. in Finance, Investment, and Banking. At UW-Madison, Charlie also completed the Wisconsin School of Business CFP® registered Wealth Management and Financial Planning Program.

Outside of Moneta, Charlie enjoys hiking, playing racquetball, and golf. Charlie and his wife are active in St. Louis’s Catholic community, volunteering for various Catholic Charities of St. Louis agencies and teaching Sunday school classes to eighth-grade students preparing for the Sacrament of Confirmation. Charlie and his wife are parishioners of Little Flower Catholic Church.

• CERTIFIED FINANCIAL PLANNER®
• Certified Investment Management Analyst®