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*:
• Recognized Nationally as Top 40 Under 40 Financial Advisor by InvestmentNews
• Rising Star Award by InvestmentNews
• Notable Noles Young Alumni Achievement Award by Florida State University
• Diversity Scholar Award by the Financial Planning Association
• Featured on the cover of Proactive Advisor Magazine
• Featured & Quoted in Several Local and National Publications
• Guest Speaker & Panelist at Industry Events
• Million Dollar Round Table (MDRT)
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.
*Recognitions listed are not representative of investment performance or returns.
Nayan Mehta has been a mainstay in the financial services industry. In his current position, he is mainly responsible for marketing and outreach programs. Prior to joining Mehta Financial Group, LLC, Mr. Mehta has been a successful entrepreneur in various sectors and industries and has over 30 years of experience in operating global companies.
In addition, Mr. Mehta was an award winning producer with a large multinational risk management firm where he honed in his life insurance expertise. He has helped numerous families protect their loved ones, assets, business-interests, and estates by assisting them to choose which coverage is best for their personalized needs.
Mr. Mehta earned a Bachelor of Commerce Degree in Economics and Accounting from the University of Bombay.
Mr. Mehta's accomplishments and awards include:
• Rookie of The Year 2004
• Platinum Achievement Award
• President’s Club Award
• Pinnacle Award
• Chairman’s Roundtable Club Award
Registered Representative. Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA /SIPC, to residents of VA, MD, NJ, AR, TX, CA, NC, SC, MO, MA, MI, KY, PA.
Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Mehta Financial Group, LLC are not affiliated.
Important Consumer Information:
A broker-dealer, investment advisor, BD agent, or IA representative may only transact business in a state if first registered appropriately. Follow-up, individualized responses to a persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA representative, a consumer should contact his or her state securities law administrator.
Copyright © 2017 Mehta Financial Group, LLC - All Rights Reserved.