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.
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