
Kasandra SchindlerKasandra Schindler, CFP®, CEPA®, CPWA®, AIF®Managing DirectorWealth Partner
Awards and Industry Recognition


Forbes
About Kasandra
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.
Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
CEPA® and Certified Exit Planning Advisor® are registered trademarks owned by Exit Planning Institute.
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Investments & Wealth InstituteTM (The Institute) is the owner of the certification marks "CIMA," "Certified Investment Management Analyst," "CPWA," and "Certified Private Wealth Advisor." Use of CIMA, Certified Investment Management Analyst, CPWA, and/or Certified Private Wealth Advisor signifies that the user has successfully completed The Institute's initial and ongoing credentialing requirements for investment management professionals and/or wealth advisors.
J.P. Morgan Wealth Management is a business of JPMorgan Chase & Co., which offers investment products and services through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment adviser, member FINRA and SIPC. Insurance products are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. Certain custody and other services are provided by JPMorgan Chase Bank, N.A. (JPMCB). JPMS, CIA and JPMCB are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
Insights

5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now
5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now