Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

San Jose

The strength of your business is reflected in the dedication of your employees. When it comes to administering your equity compensation plans, it's more important than ever to have the right advisor at your side. Whether we're advising a new professional or your most seasoned senior executive, we provide equity plan services, financial wellness solutions and personalized advice and education across your company.

Elevating Wealth Management with Precision and Care

  • Emily Van Hoorickx Profile Photo

    Emily Van Hoorickx

    Managing Director–Wealth Management

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    Emily W. Van Hoorickx is a highly distinguished professional in the equity compensation field. As a Certified Financial Planner (CFP™), Certified Equity Professional (CEP), Corporate Stock Benefit Consultant, and as one of the select few advisors with the designation of Wealth Advisor, she brings to the table both a unique perspective in helping her corporate clients plan and manage their equity compensation plans, as well as in helping individuals navigate the challenges and opportunities particular to company stock compensation plans.

    Emily is a founding member of both the National Association of Stock Plan Professionals (NASPP) and the Global Equity Organization (GEO). She is a two-time past president of the Silicon Valley Chapter of NASPP and serves on the board of the Certified Equity Professional Institute (CEPI), having served as Chair twice. Emily’s education includes a degree from the University of California at Berkeley. She has studied in Turnhout, Belgium, and Oxford. Emily has been married for over 40 years and has brought her daughter Madeline into the practice.

    • 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.
    • 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.
    • 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, 2023, 2024The Barron's rating is awarded annually in July and is based on information from the Q1 of the award 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.
    • 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 Top Women Wealth Advisors Best-in-State, 2022, 2023, 2024, 2025The 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.

    • University of California at Berkeley
    • Certified Equity Professional
    • CERTIFIED FINANCIAL PLANNER®
    355 Santana Row
    Suite 2050
    San Jose, CA 95128
    emily.vanhoorickx@ubs.com
    Emily Van Hoorickx
    355 Santana Row,San Jose,CA,95128
  • Madeline Van Hoorickx Profile Photo

    Madeline Van Hoorickx

    Financial Advisor

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    • AK
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    • CA
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    • DC
    • DE
    • FL
    • GA
    • HI
    • IA
    • ID
    • IL
    • IN
    • KS
    • KY
    • LA
    • MA
    • MD
    • ME
    • MI
    • MN
    • MO
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    • MT
    • NC
    • ND
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    • NJ
    • NM
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    • OR
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    • TN
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    • WY

    With a robust background in financial planning centered around equity compensation, Madeline offers an all-encompassing wealth management service tailored for high-net-worth individuals significantly compensated in company stock. Her profound understanding of the unique challenges and opportunities that accompany these benefit plans empowers her clients to seamlessly traverse critical issues to attain their familial financial goals. Madeline's approach involves meticulous analysis of a client's personal financial circumstances, benefit plans, and the shifting economic landscape, enabling her to create fully bespoke financial strategies.

    Madeline started at UBS through the highly competitive Intergenerational Advisory Program. During her tenure at UBS' headquarters in Weehawken, NJ, Madeline worked closely with the employees of UBS’ corporate clients, offering tailored advice and guidance regarding their plans. Her passion for delivering outstanding wealth management advice to employees of UBS' corporate clients led her back to the Bay Area to join Silicon Valley Investment Group in 2018. 

    Madeline holds a B.S. in Business Administration and a B.A. in Economics from the University of Redlands. Her time at the University was marked by both academic and athletic achievements, as she swam competitively and earned membership to the Omicron Delta Epsilon Honor Society for Economics. Additionally, she actively participated in the rotary club and contributed to managing the school’s investment fund. In her downtime, Madeline is an outdoor enthusiast, enjoying activities such as swimming, skiing, and hiking.

      • University of Redlands, B.S. in Business Administration and a B.A. in Economics
      • Chartered Retirement Planning Counselor
      • Corporate Stock Benefit Consultant
      355 Santana Row
      Suite 2050
      San Jose, CA 95128
      madeline.vanhoorickx@ubs.com
      Madeline Van Hoorickx
      355 Santana Row,San Jose,CA,95128
    • Cruz

      Robert Cruz

      Senior Vice President–Wealth Management

      Financial Advisor

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      • AK
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      • IN
      • KY
      • MA
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      • ME
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      • NC
      • ND
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      Robert delivers a comprehensive wealth management experience by focusing on detailed financial and estate planning, portfolio management and wealth transfer strategies. He works closely with UBS specialists, tax advisors and estate attorneys to help clients achieve their defined goals and objectives. Robert has been in wealth management since 2009 and joined UBS Financial Services in February 2013. Prior to UBS, Robert worked for Wells Fargo Advisors.

      Raised in Sun Valley, Idaho, Robert moved to Los Angeles to pursue his passion for wealth management. He received his B.S. in Finance from California State University, Northridge. Robert currently lives in Pasadena with his family. He can be found spending his spare time volunteering, traveling and maintaining an overall active lifestyle by practicing Krav Maga, snowboarding, hiking and occasionally playing squash.

        • Boise State University, Bachelor of Science - Finance
        • Certified Exit Planning Advisor
        251 South Lake Avenue
        10th Floor
        Pasadena, CA 91101
        robert.cruz@ubs.com
        Robert Cruz
        251 South Lake Avenue,Pasadena,CA,91101
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        David Hurzeler

        Authorized Officer

        Client Associate

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        • AK
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        • 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
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        • WV
        • WY

        David Hurzeler is a registered client service associate serving as the backbone of SVIG.  Prior to his current role, David was part of the Workplace Wealth Services Operations Team.  David earned his B.S. Degree in Finance at Cal Poly Pomona.  His hobbies include golfing and autocross.

              3102 West End Avenue
              Suite 500
              Nashville, TN 37203
              david.hurzeler@ubs.com
              David Hurzeler
              3102 West End Avenue,Nashville,TN,37203

            A leader in wealth management

            Backed by the strength of our parent company, UBS AG

            $6 trn

            UBS Group invested assets
            As of 12/31/2024

            More than 160 years

            offering financial advice

            14.8%

            CET1 capital ratio
            UBS is one of the world’s best-capitalized banks

            UBS Company Reporting as of 03/31/2024

            A focus on personalized access and service

            Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

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            Advice for business owners & entrepreneurs

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            Workplace Wealth Solutions

            Creating a truly rewarding workplace

            Your company’s success depends on attracting and retaining key talent. Everyone can flourish in a workplace where employees feel rewarded and want to stay. Together, we can help you create a truly rewarding workplace across a range of solutions.

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