Paola Bernal Cuevas
Global Kandor · Miami, Florida
Paola Bernal Cuevas is a fee-only financial advisor at Global Kandor in Miami, Florida, who holds the CFA credential. Paola focuses on estate & legacy planning and tax planning. Global Kandor reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Global Kandor |
|---|---|
| Based in | Miami, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $483.3M across 255 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL · CRD 7530552 |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.globalkandor.com |
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Questions about Paola
Is Paola Bernal Cuevas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paola holds no broker registration, and Global Kandor reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paola charge for financial advice?
Paola's firm, Global Kandor, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Paola Bernal Cuevas based?
Paola Bernal Cuevas is based in Miami, Florida.
What does Paola specialize in?
Paola's specialties include estate & legacy planning and tax planning. Paola works with ultra high net worth.
What credentials does Paola Bernal Cuevas hold?
Paola Bernal Cuevas holds the CFA credential.
Is Paola Bernal Cuevas registered with the SEC?
Yes. Paola Bernal Cuevas is registered as an investment adviser representative in FL (CRD 7530552), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global Kandor manage?
Global Kandor reports $483.3M across 255 accounts in assets under management.
How do I contact Paola Bernal Cuevas?
Through Paola's website, www.globalkandor.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Global Kandor website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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