350 W 5th Ave, Suite 220
Escondido, CA 92025
Phone:
  • 760-489-9878
Fax:
  • 760-489-5464
            

CONNECT

Address:

350 W 5th Ave, Suite 220
Escondido, CA 92025

Phone:

760-489-9878

Fax/Other:

760-489-5464

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, Founder and past President of Capital Resource Management (CRM), retired from business and professional practice as a financial planner June 30th 2018 after serving clients, business and non-profits for 39 years. Fred's professional career began June 30th, 1979 beginning with New York Life, EF Hutton and Bank of America.  In 1984 he went into private practice founding CRM.

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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