Our Team

Kiko Vallarta, CFA
Research Analyst

Kiko joined Litman Gregory in 2012 as a Research Communications Associate, transitioned to Research Associate in 2013, and to his current role in 2016. He is responsible for providing investment research and analytical support across Litman Gregory’s asset class and manager research capabilities. His work appears regularly on AdvisorIntelligence. He holds the Chartered Financial Analyst® (CFA®) designation. Prior to joining Litman Gregory, Kiko was an Associate at a San Diego-based registered investment advisor, providing investment analysis and client support to their team of investment advisors. Kiko is a graduate of San Diego State University (BS–Finance) and St. Mary’s College of California (MS–Financial Analysis and Investment Management, with honors).

Let's discuss your financial plan.
© 2018 Litman Gregory Asset Management | By being on this site, you agree to the terms of use and privacy policy.