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Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

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Emily Van Hoorickx

Managing Director–Wealth Management

Emily W. Van Hoorickx has focused on equity compensation programs and financial planning for over 30 years. She is a Certified Financial Planner (CFP), Certified Equity Professional (CEP), and one of the select few advisors with a designation of Wealth Advisor. Additionally, she is a Corporate Services Financial Advisor, Corporate Stock Benefit Consultant, and a member of the Equity Plan Advisory Services (EPAS) group. Emily maintains licenses for multiple financial instruments and securities registration in all 50 states.

Emily leads a team that is dedicated to helping individuals develop and maintain a comprehensive wealth management plan, as well as working with corporations wishing to enhance the delivery of employee benefit plans. 

In addition to her financial background, Emily's education includes a degree from the University of California at Berkeley, and has studied in Turnhout, Belgium and Oxford, England.  She is a founding member of both the National Association of Stock Plan Professionals (NASPP), The Global Equity Organization (GEO).  She is a two-time past-president of the Silicon Valley Chapter of NASPP and has also served as the Chair of Santa Clara University’s Certified Equity Professionals Institute (CEPI) twice. Emily has been married for over 30 years and has a college-aged daughter.

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IA
  • ID
  • IL
  • IN
  • KS
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • MO
  • MS
  • MT
  • NC
  • ND
  • NE
  • NH
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OK
  • OR
  • PA
  • PR
  • RI
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VI
  • VT
  • WA
  • WI
  • WV
  • WY

  • Barron's Top 1,000 Financial Advisors, 2009, 2011, 2012, 2013The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 1,200 Financial Advisors, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022
    The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Barron's Top 100 Women Advisors, 2010, 2011, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023The Barron's rating is awarded annually in June and is based on information from the Q1 of the award year.
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022, 2023The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Barron’s Top 100 Private Wealth Management Teams, 2022The Barron's rating is awarded annually in April based on information from the prior year Q4.
  • Forbes Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Barron's Hall of Fame, 2019
    The Barron's rating is awarded annually in June/July based on Barron's ratings received over the prior 10 years.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • B.A., University of California at Berkeley

Credentials

  • Certified Equity Professional
  • CERTIFIED FINANCIAL PLANNER™
355 Santana Row
Suite 2050
San Jose, CA 95128
  • (408) 282-8424

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