Our Team

Divam N. Mehta, CFP®, ChFC®, MBA

Divam Mehta is a seasoned investment professional and is the founder of Mehta Financial Group, LLC. He has experience as a Research Analyst with a multinational Wall Street firm, was an integral member of the Personal Asset Management division with a large bank, and has served as a Portfolio Manager for a wealth management and investment advisory firm. As such, Divam has deep understanding of both the technical skills and proficiency of building and managing client portfolios required to help his clients achieve their financial goals.

Divam earned a dual Bachelor of Science Degree in Economics and Classics from Florida State University. He continued his academic pursuits and earned an MBA in Finance and Investment Analysis from the University of Tampa. In addition, 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 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 Investment News 2024 Advisor the Year (Regional - Southeast) recognizes the most outstanding advisors in specified regions. The winner is publicly or self nominated and then judged based upon business development methods, knowledge of investment strategies, client relationship and retention methodology, client education, and community involvement. This award is not based on investment performance.

² InvestmentNews’ 40 Under 40 project (2016) aims to reveal the tremendous potential in the financial advice industry by finding often unrecognized young talent doing remarkable things. Key attributes looked are: accomplishment to date, contribution to the industry, leadership and promise. This award is not representative of investment performance or returns.

³ Fortune's 40 Under 40 Five Star Wealth Manager (2022) is based upon selection from Fortune of specific region's Five Star Wealth Managers. This award was received for the Richmond region.

⁴ Ranked #25, #31, #40 Forbes Best in State Financial Security Professionals (2022-2024). Recipients are identified through research conducted by Forbes partnership with SHOOK research. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. See Forbes for more information.

⁵ The Excellence in Diversity & Inclusion Awards (2018) identifies and celebrates individuals, advisory firms, industry partners and institutions for their work around diversity and inclusion initiatives. The award honorees are featured in a special InvestmentNews Diversity Issue on 8/6/2018. For more information, go to https://www.investmentnews.com/awards-and-recognition/excellence-in-diversity-inclusion. This award is not based on investment performance.

⁶ InvestmentNews Hot List Award (2023) In August 2023, InvestmentNews invited wealth professionals to nominate their leaders for the inaugural HotList. InvestmentNews narrowed the list down to 100 individuals whose contributions have helped shape the wealth industry over the previous 12 months, from innovators at the forefront of change to leaders who are transforming the way the industry does business. This award is not based on Investment Performance.

⁷ To receive the Five Star Wealth Manager award ( 2019-2023) individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognitions from rating services or publications are not indicative of past or future investment performance. For more information, go to www.fivestarprofessional.com

⁸ The WSJ Wealth Managers You Need to Know (2023) is paid advertisement run by Five Star listing some of the Atlanta, Charlotte, and Richmond's recipients of the Five Star Wealth Manager Award.

⁹ The 2018 Notable Noles Young Alumni Award was awarded in recognition of contributions to the winner's profession, community, or alma matter. This award is not based on investment performance.

¹⁰ The Financial Planning Association's Diversity Scholarship Award (2017) funds the participation of three individuals at that year's FPA Annual Conference. This scholarship is awarded to financial services students and professionals who have demonstrated and acted upon an intense desire to promote diversity in the financial planning profession and is not based on investment performance.

¹¹ Honorees of Million Dollar Round Table must achieve a sales goal predetermined by the MDRT organization and maintain this level throughout the course of one year. Qualified individuals must pay a membership fee in order to participate. Sales amounts are independently verified by the MDRT organization through certifying letters. Qualification for recognition is based on the amount of premium/commission dollars produced over the previous year. This recognition is not representative of any investment performance or returns.

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

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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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Our Team

Divam N. Mehta, CFP®, ChFC®, MBA