About us
ABOUT US
History
Zenvest was not created to be just another company, but rather a brand that bridges peace of mind with financial strategy. We recognized that financial success is not only about money — it is about mindset, discipline, and purpose.
From that realization came a powerful question: What if we learn together… and then help others do it better?
Today, Zenvest represents what many people have been missing: a clear, practical, and empowering guide to taking control of their financial future.
ABOUT US
Mission
To educate and empower individuals and business owners through practical financial tools and guidance, helping them take control of their finances, build wealth, and live with balance and purpose.
Vision
To become a leading reference in financial education by providing tools and knowledge that inspire smart decision-making and sustainable financial growth.
ABOUT US
General Objective
To create and provide an intelligent financial guide that educates, supports, and empowers individuals to make strategic, clear, and sustainable financial decisions in order to achieve financial independence.
Specific Objectives
- Teach the fundamental principles of financial education in a clear and practical way.
- Guide individuals in developing healthy and sustainable financial habits.
- Provide tools for effective money management, saving, and investing.
- Strengthen the ability to make smart and strategic financial decisions.
- Foster a growth-oriented mindset focused on achieving financial freedom.
- Support individuals throughout their learning journey to apply financial education in real-life situations.
- Reduce the financial knowledge gap through simple, accessible, and practical content.
ABOUT US
Core Values
- Education: We believe financial knowledge has the power to transform lives, and everyone deserves access to learning about money and wealth-building.
- Integrity: We act with honesty, transparency, and ethical responsibility in every financial recommendation and strategy.
- Empowerment: We help individuals take control of their finances and build a stronger financial future.
- Responsibility: We promote conscious financial decisions and long-term financial planning.
- Commitment: We support individuals and businesses throughout their financial growth journey.
- Financial Freedom: We inspire others to create stability, security, opportunities, and lasting wealth through effective financial management.
- Trust: We build relationships based on credibility, transparency, and real results.
- Impact: We strive to transform not only finances, but also mindset and lifestyle.
ABOUT US
What Makes Our Service Different
1. Education Before Sales
Our primary focus is on educating and empowering people to understand how money works, enabling them to make informed and confident financial decisions.
2. Personalized Strategies
Every individual and business has unique financial circumstances. We analyze each case carefully to design customized financial strategies aligned with specific goals and needs.
3. Holistic Financial Approach
We go beyond offering a single financial product. Our approach integrates protection, wealth growth, savings, tax efficiency, and long-term financial planning.
4. Clear and Simple Communication
We explain financial concepts in a straightforward and accessible way, making complex topics easy for anyone to understand.
5. Ongoing Guidance and Support
Our relationship with clients does not end with a single consultation. We provide continuous support, education, and follow-up to help individuals progress confidently on their financial journey.
Transforming your financial future is achievable.
We’ve helped countless clients succeed.
Meet our advisors
Expert advisors dedicated to your financial success
Liani Ortega
Chief Executive Officer & Sales Strategist
Liani Ortega is a visionary leader driven by purpose, empath, and long-term impact. A lover of animals and nature, she values balance, empathy, and responsibility in every decision. She believes that a stable life is built when there is harmony between health, peace of mind, and good finances. Her close and human approach allows her to genuinely connect with people, understanding that behind every financial goal are dreams, challenges, and families that wish to move forward. At Zenvest, her mission is to guide with clarity, accompany with trust, and help build solid foundations for a safer, more organized, and purpose-driven life.
Yosvel Viera
Chief Financial Manager
Yosvel Viera is standing out for his discipline, precision, and strategic focus. Detail-oriented by nature and passionate about numbers, he enjoys analyzing every financial scenario to identify opportunities, optimize resources, and create intelligent solutions. He believes that success is built with order, consistency, and well-thought-out decisions. His analytical mindset, combined with genuine commitment to people, allows him to guide clearly those who want to improve their present and build a stronger future. At Zenvest, he works to transform financial goals into real and sustainable results.
David Viera
Marketing & Growth Strategist
David Viera as the younger director represents a new generation committed to learning, growing, and helping others make better financial decisions. Passionate about sports and dance, he reflects values such as perseverance, focus, and dedication in his life, qualities he also applies in every guidance process. He believes that success does not depend solely on working hard, but on having the right information and acting strategically. His approachability, charisma, and positive mindset allow him to connect with those seeking real change. At Zenvest, his mission is to inspire others to transform their financial habits and move confidently toward their goals.
Maidelyn Betancourt
Chief Operating Officer
Maidelyn Betancourt is bringing inspiring energy, a positive vision, and a strong passion for personal growth. A lover of astrology and the universe, she believes that each person has a unique potential and that, with focus, discipline, and conscious decisions, they can create the life they desire. Her motivating essence drives others to believe more in themselves, overcome limits, and move forward with confidence toward new goals. She combines human sensitivity with determination, genuinely connecting with those seeking real change. At Zenvest, her mission is to empower people to transform their mindset, strengthen their finances, and build a future with purpose.