Gorgees Benyamein

Eric Chu is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he serves as a senior partner of Nan/Chu & Associates. In this role, he collaborates with a team of financial professionals to provide banking solutions and investment advisory services. He works closely with clients to develop personalized financial strategies tailored to their long-term goals, focusing on areas such as college education planning, family wealth management strategies, and legacy planning. Eric holds the Certified Investment Management Analyst® (CIMA®) designation and the Personal Investment Advisor (PIA) credential. He earned his bachelor's degree from the University of California system and completed further education through The University of Chicago Booth School of Business. His expertise includes overseeing the management and distribution of family wealth, establishing estate and trust accounts, accessing fiduciary agency advisory services, and developing tax-sensitive wealth management and trust tax preparation strategies. Outside of his professional duties, Eric participates in community organizations including Merced Sunrise Rotary and the University Friend's Circle. His personal interests include chess, golfing, and skiing. Fluent in English and Chinese, he engages with clients and community members across diverse backgrounds.

Jairo Servin is a Financial Advisor with Merrill Lynch Wealth Management, specializing in helping individuals, business owners, and families develop strategies to achieve their financial goals. He focuses on areas including college education planning, corporate executive services, employee benefits planning, equity compensation services, personal retirement planning, small business strategies, sports and entertainment, individual and corporate investment strategy, tax minimization, and retirement income. Raised in Salinas, California, Jairo moved to the Bay Area in 2008 and is a graduate of San Francisco State University with a Bachelor of Arts in Sociology. His background as a student athlete has instilled dedication and discipline, qualities he applies in his financial planning career. Since beginning his work in the financial sector in 2019 at Northwestern, Jairo has developed a commitment to connecting with clients and serving as a resource to help them obtain their financial objectives. He holds the Chartered Retirement Planning Counselor™ (CRPC) designation, is Series 7 and 66 FINRA registered, and is a Personal Investment Advisor (PIA). Jairo is bilingual in English and Spanish. In addition to his professional work, Jairo volunteers as a wrestling coach at local high schools. He lives in Belmont with his dog Belfi and enjoys activities such as working out, running, football, hiking, attending concerts, dining out, and walking on the beach.

Justin Saar is a Financial Consultant currently working at Fidelity Investments since 2020. He partners with clients to understand their financial situations and goals, developing tailored financial plans that are regularly reviewed and refined. He emphasizes the importance of building strong, trustworthy relationships with clients and their families. Prior to his current role, Justin served as a VP-Financial Solutions Advisor at Bank of America Merrill Lynch from 2018 to 2020 and as a Financial Advisor at Edward Jones Investments between 2017 and 2018. He holds a California Insurance License. Outside of his professional career, Justin has interests in cars, family activities, and outdoor adventures.