Education & Credentials:
- BS in Information Technology
- Officership Training Program – Bank Officer
- Quickbooks Online Certified
- Xero Advisor Certified
- Xero Payroll Certified
- Bookkeeping Certified
- Certified Financial Advisor
- SEO Specialist Certified
Expertise:
Banking and Finance, Bookkeeping and Accounting, Insurance, Stock Market, SEO
Highlights
- Over 15 years of experience in the financial industry working on banking, insurance, accounting, stock market, and cryptocurrency
- Certified QuickBooks Online ProAdvisor
- Certified Xero Advisor
- Certified Bookkeeper
- Certified Financial Advisor
Experience:
JR Suralta is a registered financial advisor with over 15 years of experience in the financial industry, including almost a decade as a bank manager. He is also a certified bookkeeper with expertise in Quickbooks Online and Xero. On top of that, he has managed a startup for 5 years, building his experience in content management, WordPress, SEO, and digital marketing.
Hobbies:
When he’s not discussing finance, JR can usually be found at the gym.
Personal Quote
“Financial freedom starts with small, consistent choices that build your future, one step at a time.”
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Education & Credentials
- BS in Information Technology
- Officership Training Program – Bank Officer
- Quickbooks Online Certified
- Xero Advisor Certified
- Xero Payroll Certified
- Bookkeeping Certified
- Certified Financial Advisor
- SEO Specialist Certified
Personal Quote
“Financial freedom starts with small, consistent choices that build your future, one step at a time.”