Luke Bustamante
Client Relationship Associate
Valencia, California
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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