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Emily Van Hoorickx, CEP, CFP (tm)
Emily Van Hoorickx, CEP, CFP (tm)
Location:San Jose, CA, 95113
Experience:30+ years of experience
Minimum portfolio requirement
(including stock grants):
Credentials/Education: CFP: Certified Financial Planner
Other Certifications:CEP Certified Equity Professional
Fee structure(s):Commission
Percentage of assets
Fixed Fee
Services offered:Portfolio Management
Retirement Planning
Estate Planning
Financial Planning
Education Funding
Equity Comp. Planning
StockOpter Analysis
Practice and Approach
The Silicon Valley Investment Group, leveraging the resources of UBS, specializes in providing individuals and corporations equity compensation expertise and tools, financial planning, wealth management, and financial wellness services to all participants.
Please read the terms and conditions of the service before continuing.
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