Cindy Woo

Background

About Cindy Woo

I am fortunate to be part of the ZLC Financial family, and to have worked alongside co-founder Harold Zlotnik (d. 2008) and my mentor, Mark Zlotnik (d. Today, ZLC continues to uphold their legacy—built on the belief that the value of advice lies in the integrity of the person offering it. I’m proud to work with a team of advisors who are not only knowledgeable but also genuine, empathetic, and, above all, honest. My journey at ZLC has been one of continuous personal and professional growth. I’ve had the privilege of learning from some of the best minds in the industry—many of whom I now consider both colleagues and close friends. Being part of this community is something I deeply value. Like many careers, the line between personal and professional life can blur. There are days that feel non-stop, but the flexibility and support I’ve found at ZLC have made it possible to truly enjoy what I do. For over 15 years, my creative side has driven the development, management, and execution of marketing initiatives at ZLC. More recently, I’ve had the opportunity to engage my analytical side—exploring strategy, diving into numbers, and identifying solutions tailored to each unique situation. This evolution wasn’t planned or imposed—it happened naturally. And being able to contribute both creatively and analytically is what makes my role so fulfilling, and, I believe, valuable to the team.