Valencia, California Office

27441 Tourney Road
#140
Valencia, CA 91355

Phone: (424) 270-8750

Fax: (424) 270-8765

Luke Bustamante

Luke Bustamante

Client Relationship Associate

Valencia, California

  • Luke Bustamante is a Client Relationship Associate based in EP Wealth’s Valencia, California office. He supports clients across onboarding, account maintenance, cash management, and investment reporting.

  • Prior to joining EP Wealth, Luke managed client relationships and operational coordination at a B2B industrial technology company. His experience included account management, pricing negotiations, CRM administration, and collaboration with internal teams and executives.

  • Luke earned a Bachelor of Arts in Economics with a minor in Sales and Marketing from the University of Michigan. He also holds his SIE and Series 65 licenses.

  • Luke enjoys golf, tennis, baseball, reading, and spending time with family, friends, and his dog, West.

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