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 (2016)
• Rising Star Award by InvestmentNews (2018)
• Five Star Wealth Manager Award by Richmond Magazine (2019, 2020)
• Notable Noles Young Alumni Achievement Award by Florida State University (2018)
• Diversity Scholar Award by the Financial Planning Association (2017)
• 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.
VA, MD, NJ, AR, TX, CA, NC, SC, MO, MA, MI, KY, PA, IL, NY.
Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Mehta Financial Group, LLC are not affiliated.
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