Joe Duran

Joe Duran

Founding partner, United Capital

Joe Duran, CEO and founding partner of United Capital, grew up in war-torn Zimbabwe. He recalls his home as broken and abusive, with financial hardship.

“I came to America alone as a teenager,” he said, “and by 34 had built and sold a company for nine figures to GE, and by 49 had built a second firm that is today one of the largest wealth management firms in the nation.”

The insights Mr. Duran has acquired from his journey are profound.

“I have learned that the world is exponential and we each have the possibility of creating any life we want if we embrace the unconstrained freedom and power of our choices, make the right ones and have the discipline to do the work necessary,” he said.

Mr. Duran’s understanding of personal decisions informs his company’s focus on “financial life management,” which he defines as guidance and advice beyond investing. Accordingly, United Capital advisers, along with the firm’s tools and processes, help clients uncover their own ó often unconscious ó life choices, enabling them to achieve greater control over their lives, Mr. Duran said.

“We look at such things as how bias affects their choices, why they work, what they want money to do for them and what nonfinancial surprises they should prepare for,” he said.

Mr. Duran, 49, wants to show people that they can live the lives they want, with the right plans and support.

“I believe discipline, honesty and good intentions can overcome seemingly insurmountable odds,” he said. “Too many of us view the world as constrained and our life journey as limited.”

– Deborah Nason