Kasandra SchindlerKasandra Schindler, CFP®, CEPA®, CPWA®, AIF®Managing DirectorWealth Partner
LinkedInAwards and Industry Recognition
Forbes
About Kasandra
Kasandra Schindler is a Managing Director and Wealth Partner at J.P. Morgan Wealth Management.
Kasandra is a trusted advisor to successful business owners and their families, helping them navigate the financial complexities that accompany substantial wealth. With over two decades of wealth management experience, she specializes in aligning wealth planning, investment strategy and philanthropic goals with each family's values and vision. Kasandra leads a thoughtful, disciplined process designed to address the spectrum of her clients' needs—from business transitions and liquidity events to legacy planning and family governance. She understands that her clients' wealth is more than a financial asset; it's a reflection of their journey and the legacy they wish to create.
Drawing on the specialized resources of J.P. Morgan, Kasandra connects clients with a team of professionals dedicated to supporting their evolving needs. Kasandra is particularly passionate about helping families preserve what they've built, strengthen their legacy, and align their wealth with a deeper purpose–ensuring their impact endures across generations.
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. Kasandra is currently pursuing a Master in the Study of Tax Law at Boston University School of Law's Graduate Tax Program. Dedicated to professional excellence, she holds several esteemed industry designations, including the CERTIFIED FINANCIAL PLANNER®, Certified Exit Planning Advisor® , Certified Private Wealth Advisor® and Accredited Investment Fiduciary®certifications.
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 beach.
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
3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read Now
Debunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read Now
New 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read Now
Making the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read Now
Family governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read Now
Should I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read Now
Proximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read Now
How to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read Now
How you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now3 cyber secure actions to add to your New Year’s resolutions
January 23, 2026New year, new emerging cybersecurity threats. These tips will help keep your digital presence under lock.Read NowDebunking the “Sell America” trade: Why Europe’s move could fall short
January 23, 2026Despite policy uncertainty, the United States remains a high-conviction investment opportunity.Read NowNew 529 Plan Rules For 2026: Key Changes Under the One Big Beautiful Bill Act
January 21, 2026The One Big Beautiful Bill Act has expanded the way 529 plans can be utilized, transforming them from traditional college savings plans into more versatile financial planning tools that cover a wide range of educational expenses.Read NowMaking the transition to retirement
January 21, 2026You have worked hard to plan for the retirement you want, and are now ready to enjoy the results. But before you make the transition from full-time work to retirement, there are a few things you should confirm.Read NowFamily governance: A new way for adult siblings to connect
January 21, 2026Siblings may understandably grow apart over time. However, the quality of their relationships as adults can demonstrably impact the family’s ability to maintain its wealth.Read NowShould I convert to a Roth IRA?
January 20, 2026Some people convert their traditional IRA to a Roth IRA for income-tax-free cash flow during retirement. Converting your traditional IRA to a Roth IRA does come with some costs.Read NowProximity matters: 5 things to know about the US sphere of influence
January 16, 2026The U.S. seems to be taking steps to assert its power. We discuss what this could mean for markets.Read NowHow to prepare for Tax Day as a small business owner
January 16, 2026Taxes can be daunting, but keeping organized records and knowing the rules for your type of company can help. Read about how you can tackle Tax Day like a pro.Read NowHow you may benefit from tax-loss harvesting
January 16, 2026Thoughtful management of your gains and losses may help cut your year-end tax bill. Here’s how.Read Now