
Kasandra SchindlerKasandra Schindler, CFP, CPWA, AIFManaging DirectorWealth Partner
About Kasandra
Kasandra Schindler is a Managing Director and Wealth Partner with J.P. Morgan Wealth Management. With more than 20 years of experience in financial services, she delivers tailored portfolio management strategies to address the sophisticated investment and financing needs of a select group of high-net-worth individuals, business owners and entrepreneurs.
Kasandra builds trust with her clients by deeply assessing almost every aspect of their lives, including their personal and business situations. Her process extends beyond financial objectives and goal-setting—she invests the time to know each client and learn what's truly important to them, from their market experience and risk tolerance to individualized investment objectives and family considerations.
Through the dedicated resources of J.P. Morgan, Kasandra provides direct access to a wide array of products and services, including mortgages, industry-leading research, lines of credit and lending strategies that care for the totality of each client's financial picture. She is adept at working alongside their CPAs and other outside advisors to help them pursue their individualized goals.
Kasandra earned a B.A. in Economics from the University of California, Los Angeles and an M.B.A. from Pepperdine University. She began her career at Merrill Lynch in 1994 as a Financial Consultant and then served as a Second Vice President at Northern Trust Private Bank, where she honed her focus on high-net-worth clients and their families.
Before joining J.P. Morgan in 2009, she worked at Wachovia and at Wells Fargo Private Bank, where she was a Managing Director and Senior Trust Specialist, providing estate planning and trust solutions.
Born in Arequipa, Peru, Kasandra lives in Huntington Beach and enjoys spending time on the water and bike riding with her husband and their daughter.
Insights

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May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now
Consumers are still spending, but what they’re buying is changing
May 19, 2022This week's earning reports raised red flags about the U.S. consumer, among other risks.Read Now

The volatility continues – but when might markets reach the bottom?
May 12, 2022These 3 signals—inflation peaking, Fed policy shifting, and clarity on Europe and China—can help guide us.Read Now
Market whiplash: Will the Fed get inflation under control?
May 5, 2022The latest rate hike led to the worst selloff since 2020, but we believe Fed policy will help keep growth in balance.Read Now
Embrace the dip: Value is returning to markets
April 28, 2022Global markets are down this year, but recent moves have solved a problem for investors.Read Now
Your concentrated holdings: Do you really need to diversify?
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