Kasandra SchindlerKasandra Schindler, CFP, CPWA, AIF

Managing Director

Wealth Partner

Kasandra Schindler is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.

Kasandra Schindler advises an accomplished clientele of closely held business owners and entrepreneurs, helping them navigate the financial complexities that substantial wealth can pose. She has distinctive experience working with business owners who value her ability to anticipate and address important questions at the intersection of their lives, families and businesses. Kasandra leads a disciplined process designed to help business owners gain clarity and control over multiple facets of their wealth, offering personalized attention and insightful guidance.

With more than two decades of wealth management experience, Kasandra offers customized investment strategies, wealth structuring, financial planning and business succession planning. She begins each relationship by learning all she can about what's truly important. For business owners, that discussion typically begins with plans for their business, family dynamics, partnership agreements, wealth-transfer intentions, trust structures, beneficiary designations, titling of assets, risk management and liquidity analysis.

Having advised numerous owners over the lifecycle of their businesses, Kasandra shares the insights she has gained from practical experience and her academic background. Through the dedicated resources of J.P. Morgan, she also connects clients to a specialized team of experts, both within and outside the firm, who can assist with business succession planning. Kasandra explains that she derives great satisfaction in helping business owners "button up" the many details that require their attention. Her clients, in turn, appreciate Kasandra's responsiveness and her ability to go at their pace in prioritizing and addressing their needs.

Prior to joining J.P. Morgan Wealth Management in 2009, Kasandra worked at Wachovia and Wells Fargo Private Bank, where she was a Managing Director and Senior Trust Specialist, providing estate planning and trust strategies. Earlier in her career, Kasandra held tenures with Northern Trust Private Bank and Merrill Lynch, where she began her career as a Financial Consultant in 1994.

Kasandra earned her B.A. in Economics from the University of California, Los Angeles, and her M.B.A. from Pepperdine University. Dedicated to professional excellence, she holds several esteemed industry designations: the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc.; Certified Exit Planning Advisor®; Accredited Investment Fiduciary® and Certified Private Wealth Advisor®.

Born in Arequipa, Peru, Kasandra now resides in Laguna Beach with her husband and their daughter. They enjoy spending time outdoors together in the mountains and on the water.