Our Team

 

Kurt serves as lead advisor and Certified Financial Planner. Kurt joined Capital Resource Management(CRM) serving  as a Financial Planner in June 2013 after serving 20 years as an officer in the U. S. Marine Corps. He brings with him a wealth of complex planning, problem solving, and management experience from his years as....

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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 complexities for the business owner to include owner succession planning, estate planning and legacy planning.

Fred's unique ability is....

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Kathie has a BA in Liberal Arts/Education from Pepperdine University, Malibu, CA, and she completed the accounting program at Palomar Community College, San Marcos, CA. She has also received her certification as Registered Paraplanner®...

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Annette has a BS in Psychology from California Baptist University and has worked in social services as a client service coordinator, at a local preschool as a teacher's aide/office assistant, and for an event planning company as an...

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck