Kasandra SchindlerKasandra Schindler, CFP, CPWA, AIFManaging DirectorWealth Partner
LinkedInAbout 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
November Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read Now
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Municipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read Now
For your year-end tax planning, beware the wash sale rule
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With U.S. Midterm elections unclear, the economy retakes the stage
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Fixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read NowNovember Wrapped
December 1, 2022Historically, the month of November tends to be a strong one for the equity market. This year was (perhaps surprisingly) no different.Read NowWe need to talk: Communicating your estate plan with your family
November 20, 2022Your estate planning shouldn’t be a secret. Communicating your wishes is important. Keep reading to learn more.Read NowMarket Thoughts: We've never seen a cycle like this before
November 17, 2022Here’s how we’re navigating the uncertainty — and what we expect to see next.Read NowIs the mighty U.S. dollar weakening?
November 17, 2022If the currency turns lower it may mean inflation is cooling — and improved conditions for U.S. investors and companies.Read NowAdd fraud prevention to your holiday plans
November 16, 2022Fraudsters will be out in force. Take these steps to keep criminals from spoiling your year-end celebrations.Read NowMunicipal bonds are in the spotlight. Should they be in your portfolio?
November 16, 2022With tax-equivalent yields around 7% and strong fundamentals, municipal bonds are one of our highest-conviction ideas.Read NowFor your year-end tax planning, beware the wash sale rule
November 15, 2022Tax-loss harvesting can help you offset capital gains. But only if you do it properly.Read NowWith U.S. Midterm elections unclear, the economy retakes the stage
November 9, 2022Stocks could bounce with an election resolution, but the focus remains on inflation and the economy.Read NowFixed income: There’s a lot to love
November 3, 2022While rate hikes have been tough on equities, bonds are once again a viable option for income and total return.Read Now