Karl Lunney

Karl Lunney

Co-Founder

Karl Lunney, Co-Founder of 360 Wealth & Benefits, began his financial services career in 1996 after graduating from the University of South Florida with a Masters Degree in Finance. He also attended University of Connecticut where he earned his Bachelor of Science in Marketing. He jumpstarted his career with AIG and Lincoln Financial until he joined Excalibur Financial Group as a Senior Account Executive for the past 24 years. He has earned his Florida Life, Health, and Variable Annuities License as well as his FINRA Series 6 and 63 securities registrations. He is committed to providing exceptional service to and using his experience with both individual and group clients.

Karl, his wife, and daughter reside in Carrollwood. He is a member of the worship team affiliated with South Tampa Fellowship and is very active in the community. 

Phone 813-540-9142
Fax 813-540-9150