Esteban Geovanny Castro Rojas

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2026 → Present
  Fisher Investments
  San Mateo, CA
• 08/2018 → 08/2019
  Foundever Costa Rica
  San Jose
• 08/2019 → 12/2020
  Amazon
  San Jose
• 12/2020 → 01/2021
  Experian
  San Jose
• 03/2021 → 04/2021
  Foundever Costa Rica
  San Jose
• 04/2021 → 11/2021
  Teleperformance
  San Jose
• 03/2022 → 05/2022
  Td Synnex North America
  San Jose
• 05/2022 → 05/2023
  Accenture
  San Jose
• 06/2023 → 10/2025
  Mckinsey & Company
  Heredia
• 02/2013 → 12/2017
  Colegio Nuestra Senora De Sion
  San Jose
• 10/2025 → 03/2026
  Unemployment
  San Jose
• 03/2018 → 03/2025
  Universidad Fidelitas
  San Jose

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-05-28