Joe Duran - CEO of United Capital

Joe Duran, CFA®

Managing Director, Chief Executive Officer

What's your dream for the company?

I want us to be the most trusted guide for any financial decision.

What are three words people use to describe you?

Passionate, creative, energetic.

When you are not working, what do you care about most?

My wife, Jen, and my three beautiful daughters. Nothing else compares.

What's your MoneyMind®?


Joe is Chief Executive Officer and Founding Partner of United Capital, the nation’s first and largest Financial Life Management company. A proven entrepreneur, investor, best-selling author, and sought-after industry speaker, Joe previously built Centurion Capital as President of the company, which he sold to General Electric Financial (GE) in 2001.

United Capital currently manages over $23 billion in client assets. The firm has almost 90 locations and over 600 employees. United Capital has financial backing from Bessemer Venture Partners, Sageview Capital, and Grail Partners.

Joe is a renowned industry visionary with featured columns in both InvestmentNews and Time Magazine’s He is a frequent contributor to CNBC, Fox Business, Bloomberg, and PBS and appears regularly in both traditional and online media.

Joe was a recipient of a prestigious Ernst & Young Entrepreneur of the Year award in 2015 and the Schwab Pacesetter Impact Award. His most recent book, “The Money Code: Improve Your Entire Financial Life Right Now,” achieved best-seller status on both The New York Times and USA Today lists. Joe has an undergraduate degree from Saint Louis University and MBA degrees from University of California, Berkeley and Columbia University. He earned his Chartered Financial Analyst designation in 1997.

Most importantly, Joe is lucky to have a wonderful family who inspires him every day. Joe, his wife, Jen, and their daughters, Charlotte, Juliette and Samantha, live in Newport Coast, CA.