Experience

Makes all the difference

Employing a comprehensive, yet focused approach to your financial situation, we can provide customized investment strategies designed to help you pursue your individual needs and goals. We view this as an in-depth approach to your investment and financial life – taking into account your total asset and liability needs.

Emily Van Hoorickx

Managing Director–Wealth Management

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.

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

Recognized as an industry leader:

  • 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.

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

  • University of California at Berkeley

Credentials

  • Certified Equity Professional
  • CERTIFIED FINANCIAL PLANNER®
355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

emily.vanhoorickx@ubs.com
Emily Van Hoorickx
355 Santana Row,San Jose,CA,95128

Madeline Van Hoorickx

Financial Advisor

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.

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

Education

  • University of Redlands, B.S. in Business Administration and a B.A. in Economics

Credentials

  • Chartered Retirement Planning Counselor
  • Corporate Stock Benefit Consultant
355 Santana Row
Suite 2050
San Jose, CA 95128

Email Me

madeline.vanhoorickx@ubs.com
Madeline Van Hoorickx
355 Santana Row,San Jose,CA,95128

Robert Cruz

Senior Vice President–Wealth Management

Financial Advisor

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.

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

Education

  • Boise State University, Bachelor of Science - Finance

Credentials

  • Certified Exit Planning Advisor
251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

robert.cruz@ubs.com
Robert Cruz
251 South Lake Avenue,Pasadena,CA,91101

David Hurzeler

Authorized Officer

Client Associate

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.

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
3102 West End Avenue
Suite 500
Nashville, TN 37203

Email Me

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

Siera Baghoomian

Client Associate

251 South Lake Avenue
10th Floor
Pasadena, CA 91101

Email Me

siera.baghoomian@ubs.com
Siera Baghoomian
251 South Lake Avenue,Pasadena,CA,91101

This website uses cookies to make sure you get the best experience on our website. You can find more information under the Privacy Statement. You are free to change your cookies' settings in the privacy settings.

Go to privacy settings