“Listening and empathizing with clients comes very easy to me and I think that in turn builds trust, which I think is the most important attribute an advisor can have than any technical skill.”- Divam Mehta
As a first generation Indian-American whose family came to the U.S., Divam experienced the challenges that come with building the foundation of a financial plan. These experiences were part of what drove his inspiration and passion to become a business owner in the financial services industry. Don’t miss this brand-new episode of Cambridge Stronger as Divam shares how he went from research analyst to financial professional, and how the skills he learned early on influence his decisions today as a business owner. He also shares how his past experiences on Wall Street prepared him for life in the independent space. You’ll hear how Divam continues growing his client base, and how he’s found success in guiding individuals and families along their financial journey by designing dynamic, actionable, and organic financial plans.
Tune into Episode 192: It Begins With a Foundation, as Divam joins Cambridge CEO Amy Webber to discuss:
His journey into finance as a first generation Indian-American
How he continues leveraging past career experiences
Why he believes strongly in promoting financial awareness in all communities
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. Divam is a CERTIFIED FINANCIAL PLANNER™ practitioner and Chartered Financial Consultant®.
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, MA, MI, KY, PA, IL, NY, TN, IN, WA, GA, FL, AZ.
Investment Advisor Representative. Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.
Cambridge and Mehta Financial Group, LLC are not affiliated.
InvestmentNews Magazine, 40 Under 40 award 2016 recognizes the achievements of 40 individuals under the age of 40 in the financial industry. A team of reporters and editors selected the 40 honorees out of hundreds of online nominations.
InvestmentNews is proud to introduce the inaugural Excellence in Diversity & Inclusion Rising Star Awards. This new recognition program will identify and celebrate 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.
Integrity, commitment, flexibility, and kindness are at the core of Cambridge’s values and drive the Spirit of Cambridge. Join our host, Cambridge CEO Amy Webber, for each Cambridge Stronger episode as she invites independent financial professionals to offer insight on how they integrate values and purpose in their care for their investing clients; and hear their stories on how they got their start as well as why they are in the advice profession.
The opinions expressed are those of the interviewees and do not represent the opinions or views of the interviewer and/or Cambridge.