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

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:

• Discover details about David’s financial services: https://financialprofessionals.massmutual.com/david-ambrose.
• Click here to learn about MetaFit: https://www.metafitrx.com/metawork.
• Follow David on his social media pages:
  • FB: https://www.facebook.com/MassMutualDA
  • Twitter: https://twitter.com/MassMutualDA
  • LinkedIn: https://www.linkedin.com/in/massmutualda
  • David’s FB page: https://www.facebook.com/dambrose77

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

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