Fred M. Vaught

Fred M. Vaught

Business Succession Planner

 

Fred M. Vaught President and founder of Capital Resource Management (CRM).  Fred's experience in working decades with business owners to offer in helping solve complexites for the business owner to include owner succession planning, estate planning and legacy planning.

Fred's unique ability is drawing clarity out of complexity so that smart choices are made about business, estate and legacy planning.

He obtained professional credentials of Chartered Financial Consultant (ChFC®) and Chartered Life Underwriter (CLU®) from the American College of Bryn Mawr, Pennsylvania, and received his undergraduate education from California State University Fullerton in Business Administration.

Fred is a Certified Kingdom Advisor (CKA®) with Kingdom Advisors, an international non-profit organization that advocates applying Biblical principles in best practices and client advice for thier financial plans. A Certified Kingdom Advisor has been trained and has committed to be a person of integrity and of character who from a biblical worldview, serves clients with financial advice on how best to meet their goals in line with their beliefs and values.

Fred's professional career began in 1979 with New York Life Insurance Company. While there, he was responsible for advising individuals and business owners about life insurance. In 1982, Fred served as a trust officer for Bank of America. During his tenure, he was responsible for advising individuals, families, and business owners on the use of trust for the management and distribution of their estate plans. Fred transitioned to E.F. Hutton in 1983 as an insurance and estate-planning specialist, providing in-house consultation to brokers and their clients.

Fred founded Executive Benefit Systems as an independent employee benefits planning firm in 1984 which was repurposed and renamed Capital Resource Management in 1998 to reflect the work and experience he had developed in working with business owners and managers helping them develop and implement complex financial, business and estate plans.

Fred serves his community currently and historically:

Member of the Society for Financial Professionals
Professional member of Kingdom Advisors
Leadership team and mentor San Diego Community of Kingdom Advisors
Past chairman of the board and founding board member of Legacy Endowment, the               Community Foundation of North San Diego County
Past chairman of the board of Vision Resource Group providing solutions to                                 Christian churches, schools, and business owners in realizing their vision

Fred and Kaye have been married since 1975. They have three grown children and four grandchildren. He and Kaye have resided in Valley Center California since 1990.

Fred and Kaye are members of Valley Center Community Church where Fred serves as deacon.

Phone (760) 489-9878
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck