Experience. Advice. Collaboration.

Planning for your family’s entire financial needs

Meeting in a office

With the complexity of today's markets and uncertainty about tomorrow's economy, good financial advice is more important than ever. As a team of dedicated Financial Advisors, we're committed to helping you organize your finances around your short term needs, your longer-term goals and what you envision for generations to come. Our knowledgeable perspective, good judgement and broad experience can help you meet your challenges and seize opportunities.

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

  • 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, 2023The Barron's rating is awarded annually in June 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, 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.

    • 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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    With a background in financial planning with equity compensation, Madeline delivers a comprehensive wealth management experience to high net worth individuals highly compensated in company stock. By understanding the unique challenges and opportunities presented by these benefit plans, she helps clients navigate the issues that are most critical to achieving their family’s financial objectives. By careful analysis of a client's personal financial circumstances, benefit plans, and changing economic conditions, Madeline develops fully customized financial paths to those goals.

    As Emily’s daughter, Madeline was introduced to the world of corporate stock plans early. At UBS’ headquarters in Weehawken NJ, Madeline worked with the employees of UBS’ corporate clients to deliver tailored advice and guidance as related to their plans. Quickly absorbing the full capabilities of the firm, she joined Emily’s practice to pursue her passion for equity compensation.

    Madeline has her B.S. in Business Administration and a B.A. in Economics from the University of Redlands, where she swam competitively and earned a membership to the Omicron Delta Epsilon Honor Society for Economics, participated in rotary and was involved in the school’s investment fund. In her spare time Madeline can be found outdoors swimming, running, skiing, windsurfing, or 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

      First Vice President–Wealth Management

      Financial Advisor

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      • AK
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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.

            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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            • KY
            • LA
            • MA
            • MD
            • ME
            • MI
            • MN
            • MO
            • MS
            • MT
            • NC
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                  3102 West End Avenue
                  Suite 500
                  Nashville, TN 37203
                  david.hurzeler@ubs.com
                  David Hurzeler
                  3102 West End Avenue,Nashville,TN,37203
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                  Lisa Odsander Gronowski

                  Wealth Strategy Associate

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                        750 University Ave.
                        Suite 250
                        Los Gatos, CA 95032
                        lisa.gronowski@ubs.com
                        Lisa Odsander Gronowski
                        750 University Ave.,Los Gatos,CA,95032

                      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.

                      Multicultural

                      Invest to advance

                      Let’s build the future of multicultural wealth. Together.

                      Whether it’s for your family, your community or your cause—your money and investments today will shape tomorrow. Start crafting a plan that serves your purpose and the people who matter most. We know your legacy matters to you. It matters to us too.

                      A leader in wealth management

                      Backed by the strength of our parent company, UBS AG

                      $5.8+ trn

                      UBS Group invested assets
                      As of 03/31/2024

                      Insights