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 and offering cutting-edge wealth management solutions.
Charlie joined the Diederich Simmons Perez Team in 2020 as a Client Service Manager 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. He also coaches high school racquetball at CBC. Charlie is active in St. Louis’s Catholic community, serving as a member of the young professionals board of Catholic Charities of St. Louis
- CERTIFIED FINANCIAL PLANNER™
- Certified Investment Management Analyst®
- Catholic Charities of St. Louis Young Professionals Vice President
- CBC High School Racquetball Coach
