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Gene Diederich

Partner

CFP®, CPA

Moneta Partner Gene Diederich is recognized as a trusted advisor who combines deep expertise with a genuine commitment to his client’s success. His approach is characterized by a strong focus on relationship-building, integrity, and transparency. Gene is known for taking the time to understand his clients’ unique needs and objectives, offering tailored advice that reflects both their short-term and long-term vision. His communication is clear and honest, making complex financial or strategic issues understandable. Clients appreciate his reliability, critical thinking skills and insights that go beyond conventional solutions.

Gene is the founder of the Diederich Simmons Perez team and currently focused on Moneta’s Family Office Practice. Gene started his career as a CPA with KPMG, spent 25 years in various roles with A.G. Edwards and successors Wachovia Securities and Wells Fargo Advisors. He is the former CEO of Moneta Group.

Outside of Moneta, Gene engages in a variety of business and charitable endeavors. In his spare time, he enjoys golf, skiing, hunting, fly fishing, and flying his airplane. He and his wife have four grown children and seven grandchildren.

  • Certified Public Accountant
  • CERTIFIED FINANCIAL PLANNER®
  • DK Farm Ranch Co- Managing Member
  • Magic House Advisory Board
  • Missouri Society of CPA’s

A WEALTH OF INFORMATION

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Second Quarter Investment Report – 2025

Second Quarter Investment Report – 2025

July 11, 2025

Introduction Much has changed since we ended March on a dour note, with the S&P down nearly 6% tha...

Monthly Recap – June 2025

Monthly Recap – June 2025

July 8, 2025

June Observations Second Quarter Ends on a High Note Global equity markets extended their rally into J...

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

Geopolitics Update: Monitoring the Recent Escalation in the Middle East

June 18, 2025

Last week, Israel launched a direct attack on Iran, targeting key military assets including senior lea...

Monthly Recap – May 2025

Monthly Recap – May 2025

June 9, 2025

May Observations Strong Earnings Support Market Rally Global equity markets rallied over the month as ...

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