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Charlie Mueth

Advisor

CFP®, CIMA®

Charlie Mueth loves 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 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 hikes and plays racquetball and golf. Charlie is active in St. Louis’s Catholic community, serving as a member of the young professionals board of Catholic Charities of St. Louis. Charlie and his wife are parishioners of Little Flower Catholic Church.

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Catholic Charities of St. Louis Young Professionals Board Member

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

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