Margaritas with Marguerita Cheng, CFP® Pro

October122021

Episode 37: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest David Ambrose, financial planner and director of MetaWork for MetaFitRx

Margaritas with Marguerita Cheng, CFP® Pro
Margaritas with Marguerita Cheng, CFP® Pro
Episode 37: Margaritas with Marguerita Cheng, CFP® Pro — Meet our guest David Ambrose, financial planner and director of MetaWork for MetaFitRx
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A Note from Marguerita Cheng, CFP® Pro — If you want to learn about how to manage your finances — and your physique — don’t miss this episode of Margaritas with Marguerita Cheng, CFP® Pro, starring Richmond, VA-based financial planner David Ambrose. This financial planner is also a wellness trainer who is on a mission to get us all into shape physically and well as fiscally: www.facebook.com/hopekatzgibbs.

As the director of MetaWork for MetaFitRx, founded by his amazing wife Melissa, David and Rita discuss:

  1. What is MetaWork and MetaFitRX?
  2. Why is balancing your physical health with your financial health so important?
  3. How can we all get into shape — mind, body, spirit, soul, and money!

About David: By utilizing his extensive experience in the health and fitness industry, David brings a comprehensive wellness approach to what he calls financial fitness. As Director of MetaWork for MetaFitRx, his goal is to understand a client’s motivation and behavior, driving their financial fitness goals. David can better create custom financial plans for individuals, families, and businesses by understanding a client’s motivation. With a focus on worksite wellness programs and employee benefits, David provides the guidance businesses need to be healthier, happier, and more profitable.

Learn more:

We see you next Friday at 5pm EST on Facebook Live: facebook.com/hopekatzgibbs

Watch all of Rita’s TV episodes: www.MargeuritaCheng.tv.

Your Host: Marguerita Cheng, CFP® is the CEO of Blue Ocean Global Wealth, a Washington, DC-based firm that focuses on helping women, and their families, achieve financial success.

About Margaritas with Marguerita: Every Friday evening at 5pm EST, we start the weekend off right with 15 minutes of financial tips by Rita to help women flex their financial muscles. Based on the information from Rita’s upcoming book, “Diary of a CFP® Pro,” the show is also part of a monthly webinar series you won’t want to miss. Learn more at MargueritaCheng.com and watch all of her interviews on MargueritaCheng.tv. 

Questions about your financial future? Send Rita an email.

Photo by Kate Hauschka

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