Meet Our Financial Advisory Team

Our Team

Divam N. Mehta, CFP®, ChFC®, MBA

Divam Mehta is an accomplished investment professional and the founder of Mehta Financial Group, LLC, specializing in comprehensive financial planning and investment advisory services. With extensive experience as a Research Analyst at a multinational Wall Street firm, a key member of the Personal Asset Management division at a major bank, and a Portfolio Manager for a wealth management and investment advisory firm, Divam brings a wealth of knowledge and expertise to his clients.

His comprehensive understanding of portfolio construction, market analysis, and investment strategy development enables him to craft tailored solutions that help clients achieve their financial objectives. Divam’s commitment to excellence and deep industry insight make him a trusted partner in navigating the complexities of wealth management.

Divam earned a dual Bachelor of Science Degree in Economics and Classics from Florida State University. He continued his academic pursuits with an MBA in Finance and Investment Analysis from the University of Tampa, and he also holds a Certificate in Investment Banking and International Macroeconomic Investing (CIBIMI)™ from the Swiss Finance Academy's Wall Street Finance Institute.

Divam is also a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant®.

Divam's accomplishments and awards include:

• Financial Advisor of the Year (Southeast) by InvestmentNews¹

• Top 40 Under 40 Financial Advisor by InvestmentNews²

• 40 Under 40 Wealth Manager by Fortune Magazine³

• Top Financial Security Professional and Best In State by Forbes Magazine⁴

• Rising Star Award by InvestmentNews⁵

• Top "100 Hot List" Financial Advisor Award by InvestmentNews⁶

• Five Star Wealth Manager Award by Richmond Magazine⁷

• Wealth Manager You Need to Know by The Wall Street Journal⁸

• Notable Noles Young Alumni Achievement Award by Florida State University⁹

• Diversity Scholar Award by the Financial Planning Association¹⁰

• Featured on the cover of Proactive Advisor Magazine and InvestmentNews

• Featured & Quoted in Several Local and National Publications

• Guest Speaker & Panelist at Industry Events

• Million Dollar Round Table (MDRT)¹¹

Divam has expertise in the following areas:

• Advanced Financial Planning

• Active Portfolio Management

• Fixed Income, Equity, and Alternative Investments

• Risk Management

• Algorithmic Trading

• Quantitative Financial Modeling

• Secular and Macroeconomic Investing

• Socially Responsible Investing

Divam Mehta can be reached directly at DMehta@mehtafinancialgroup.com

Check the background of this investment professional on FINRA’s BrokerCheck.

¹ The Investment News 2024 Advisor of the Year (Regional - Southeast) recognizes the most outstanding advisors in targeted regions for their exceptional contributions to financial planning. The winner, who can be publicly or self-nominated, is judged on their business development methods, knowledge of investment advisory strategies, client relationship and retention practices, client education, and community involvement. This award does not evaluate investment performance.

² InvestmentNews’ 40 Under 40 project (2016) aims to highlight the remarkable potential within the financial advice and wealth management industry by identifying often overlooked young talent doing extraordinary work. Key attributes considered include accomplishments to date, contributions to the financial planning industry, leadership, and promise. This award does not reflect investment performance or returns.

³ Fortune's 40 Under 40 Five Star Wealth Manager (2022) is awarded based on a selection of distinguished wealth managers in specific regions. This recognition was received for excellence in wealth management in the Richmond area.

⁴ Ranked #25, #31, #40, #31, #26 in the Forbes Best in State Financial Security Professionals (2022-2026), recipients are determined through research conducted in partnership between Forbes and SHOOK Research. Third-party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more details, see Forbes.

⁵ The Excellence in Diversity & Inclusion Awards (2018) celebrates individuals, advisory firms, industry partners, and institutions committed to advancing diversity and inclusion initiatives within financial planning. The award honorees were highlighted in a special InvestmentNews Diversity Issue on 8/6/2018. For additional information, visit https://www.investmentnews.com/awards-and-recognition/excellence-in-diversity-inclusion. This award is not based on investment performance.

⁶ The InvestmentNews Hot List Award (2023) recognizes wealth management professionals who were nominated by their peers in August 2023 for their leadership in the wealth industry over the past year. InvestmentNews selected 100 individuals whose contributions have significantly shaped the wealth management landscape, from innovative leaders to those redefining industry practices. This award is not based on investment performance.

⁷ To qualify for the Five Star Wealth Manager award (2019-2026), individuals must meet a series of eligibility and evaluation criteria relevant to wealth managers who service clients effectively. Recipients are identified through research conducted by industry peers. Third-party rankings and recognitions from publications do not indicate past or future investment performance. For further details, visit www.fivestarprofessional.com.

⁸ The WSJ Wealth Managers You Need to Know (2023) is a paid advertisement featuring notable recipients of the Five Star Wealth Manager Award from Atlanta, Charlotte, and Richmond, highlighting key players in wealth management.

⁹ The 2018 Notable Noles Young Alumni Award recognizes individuals for their contributions to their profession, community, or alma mater, marking their impact beyond investment performance.

¹⁰ The Financial Planning Association's Diversity Scholarship Award (2017) supports the attendance of three selected individuals at that year's FPA Annual Conference. This scholarship is awarded to financial services professionals and students demonstrating a strong commitment to advancing diversity within the financial planning profession and is not based on investment performance.

¹¹ Honorees of the Million Dollar Round Table must meet a predetermined sales goal established by the MDRT organization and maintain this level for one year. Qualified individuals pay a membership fee and sales amounts are verified independently. Recognition is based on premium or commission dollars generated over the previous year, and this acknowledgment does not reflect investment performance or returns.

Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA /SIPC.

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Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Mehta Financial Group, LLC are not affiliated.

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Financial Advisory Team at Mehta Financial Group

Our Team

Divam N. Mehta, CFP®, ChFC®, MBA