Cynthia Cooper Spigel
Spigel Strategies & Solutions
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Who We Are

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Cynthia Cooper Spigel, CFP®, JD, CRCP

After nearly 13 years in the financial services industry, Cynthia launched her own practice to help closely held business owners simplify the chaos, solve the known or often unknown clutter, and take action to improve their experience, the team & client experience, and the overall value of the business. Cynthia’s extensive leadership & organization experience combined with her certifications as a coach, CFP® professional, and attorney form a rare combination of talents & expertise that allow her to effectively inspire individuals to transform their business through intentional behaviors, more organized systems, and a stronger sense of leadership & culture.

Her clients appreciate having a strategic partner to step into their business and help them simplify, organize, and take the necessary & desired action.

She doesn’t just show them what is possible. She makes it happen.

Professional

  • Spigel Strategies & Solutions, LLC – Founder/Owner 2018

    Over the span of thirteen years, Cynthia Spigel strategically incorporated a dynamic array of experiences into her career. She advised financial security clients, managed several departments, designed & built a central support team, and worked with advisors to support business development. Her legal, coaching, compliance, and CFP® certifications alongside her experience ultimately and organically led to the opportunity to serve a variety of professional business owners so that they become more intentional & effective in their growth.

  • Experience with Northwestern Mutual
    • Financial Advisor, 2016
    • Chief Growth Officer, 2015
    • Director of Network Office Supervision, 2007
    • Financial Representative, 2005
  • Client Experiences

    “As a financial advisor and business owner, it is quite easy to be overwhelmed with all of the many responsibilities we have. We are leaders, coaches, caretakers, change agents, innovators…and we are IDEA people. In my experience, this has the tendency to be both a blessing and a curse. I’ve found that ideas without execution are worthless. Which is where Cynthia came into the picture. I’ve had the pleasure of working with Cynthia on a number of projects spanning the last 6-8 months. Her ability to take ideas and projects that seem monumental in scope and break them down into manageable pieces has been nothing short of extraordinary. Her deep experience in the industry was evident and on display throughout each engagement. With her help and collaboration, our team easily had its best year ever! We are so fortunate to have Cynthia in our corner and on the journey with us.”

    Josh Ferguson, CFP®
    Wealth Management Advisor- Northwestern Mutual

    “I have been fortunate enough to work with Cynthia in a variety of capacities, and I believe they have all created a very unique individual perfectly suited to be a consultant. She has helped my practice increase in overall productivity, and created a frame work for us to scale. She brings the right mix of honesty, strategy, project execution, and most importantly a passion for helping others. Bringing her on as a partner has been a game changer for me!”

    Austin J. Mitchell, CFP®
    Wealth Management Advisor | Growth & Development Director- Northwestern Mutual

    “I have worked closely alongside Cynthia for more than a decade and you could not find a better person to locate resources; develop systems; advance a campaign; grow people; and inspire and manage change. If you need someone to help take your vision to reality, she’s the best.”

    Christine Warrick MS, CLF®, SPHR
    Chief Financial & Operations Officer, Northwestern Mutual Dallas
    Former Business Associate

    “Cynthia has a unique talent for the identification of advisor practice needs & implementation of sustainable solutions. Her eye for detail, incredible worth ethic, and intentional thoughtfulness bring clarity & ease to both identifying opportunities & executing solutions. She accepts nothing less than excellence in her work, and leaves organizations, departments, and business units better than she found them.”

    Daryl Harshbarger, CFP®, Chief Growth Officer, Northwestern Mutual Dallas
    Former Business Associate

  • Education

    Certifications:

    • CERTIFIED FINANCIAL PLANNER™ Professional
    • Certified Regulatory Compliance Professional
    • Associate Certified Coach, International Coaching Federation

    Degrees:

    • Texas Wesleyan University School of Law, May 2005 – J.D.
    • Southwestern University, May 2002 – Bachelor of Arts in Communication

Personal

  • Personal Side

    Cynthia is a life-long resident of Dallas and currently lives in Uptown with her husband, Dr. Joseph Spigel. They appreciate spending time on health, fitness, great wines, and cruises. Cynthia never met a music genre she didn’t like and has recently committed to an old passion of photography. In fact, you will see some of her own photography on her site! Cynthia has a love for connecting with others and feels truly blessed to have built a collection of friends and business connections who mirror her values of honesty, integrity, compassion, and courage.

  • Community

    Cynthia places great emphasis on impacting others and appreciates the importance of giving back. While there are endless opportunities to give and so many important organizations to support, Cynthia & her husband Joe focus their efforts on the following:

    • Bridge Breast Network
    • AWARE
    • Dallas County Medical Society Alliance
    • Greenhill School
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