Angie Herbers

Angie Herbers

Co-Founder and Managing Partner

Kaleido Inc.

Angie Herbers is the co-founder and managing partner of Kaleido Inc. Kaleido is the financial advisory industry’s only practice growth agency that helps firms break through barriers to achieve transformational results. Formed from the merger of Angie Herbers Inc., founded by Angie Herbers, and Wealth Management Marketing, founded by Kristen Luke, Kaleido brings expertise in both maximizing profit and generating revenue to help strengthen and grow businesses. For more information, visit

Angie writes monthly columns and has blogged for Investment Advisor magazine and since 2005. In her writings, she shares the results of her extensive research and rich experiences culled from her consulting work within the financial community.

Angie lives in San Diego and can be contacted at