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
