Monedas Consulting llc

Portfolio Growth Specialist

Financial Professinal

Ai Consultant

About

I grew up in Los Angeles and was fortunate to be selected for the UCLA Riordan Scholars Program in high school, where I spent four years studying real estate and investing. That early foundation in finance, combined with my background in psychology and years coaching soccer at the youth, high school, and semi-professional level, shaped my passion for guiding others to success.

After transitioning into real estate I discovered the Infinite Banking Concept—a strategy that completely reshaped my vision for wealth building and legacy planning. That journey led me to Axianta Financial Partners, where my partners and I help families and business owners take control of their financial future.

My mission is to transform how people think about money—empowering them with strategies that build wealth, safeguard their legacy, and create the kind of financial freedom that changes generations.

Work

Insurance & ProtectionAccess to 98% of carriers covering life, health, property, casualty, and specialized coverage.Lending & Debt SolutionsReal estate loans, business funding, and debt reduction strategies.Wealth & Business StrategyComprehensive wealth strategies, holistic financial management, and corporate entity structuring to maximize growth, protection, and tax efficiency.Business SolutionsGroup benefits and merchant services to help businesses grow and retain employees. SBA(7) Loans.Investment & RetirementCollege planning, retirement strategies, and personalized wealth management.Estate PlanningLiving trusts, wills, and asset protection to safeguard your legacy.

Ai Business Consulting

AI Receptionist AgentCore Value
Handles inbound calls, FAQs, booking, and CRM updates so businesses never miss a client and free up valuable time.Capabilities- 24/7 inbound call handling with natural conversation- Answers FAQs (pricing, services, policies)- Smart scheduling: checks availability, offers slots, confirms bookings- Captures client details (name, phone, email, call reason)- CRM integration: logs call summaries, contacts, and appointmentsBenefits- Saves staff time- Ensures no call goes unanswered- Improves client experience with instant booking- Keeps records organized automatically- Scales easily for any business sizePositioning Statement
"An AI receptionist that transforms how businesses handle inbound calls — answering questions, booking appointments, and updating your CRM automatically so you never miss opportunities."

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