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Emily W. Van Hoorickx, CFP®

UBS Financial Services

50 W San Fernando
8th Floor
San Jose, CA 95113-2413
Phone: (408) 282-8424
Fax: (408) 282-8400

Toll-free: (800) 862-4433

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Household Income Minimum: $1
Investable Asset Minimum: $1,000,000

Specialties
  • Comprehensive Financial Planning
  • Charitable & Planned Giving
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.