Experience

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.

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.

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.