CarlaAnn Goedtke, MRFC, CPFA, CSA of Investors Choice Financial Services Inc. has been recognized as a 2026 Circle of Excellence qualifier by their financial solutions firm, Cambridge Investment Research, Inc. (Cambridge).
The Circle of Excellence is Cambridge’s highest level of recognition, honoring financial professionals who demonstrate exceptional leadership and service to their clients, while upholding Cambridge’s core values of integrity, commitment, flexibility, and kindness.
Established in 2023, the Circle of Excellence recognizes financial professionals who exemplify an independent, service-driven mindset and a dedication to continuous growth. Qualifiers have the opportunity to meet other leaders, share ideas, and gain new perspectives that inspire continued excellence.
The 2026 Circle of Excellence annual conference will be held in February, bringing together honorees and Cambridge senior leadership for a multi-day event focused on connection, education, and recognition.
The event features networking sessions, thoughtprovoking speakers, and educational opportunities designed to inspire innovation and leadership.
“Carla has demonstrated an unwavering commitment to serving their clients and continually growing as a leader in their field,” said Cambridge President of Growth and Development Jeff Vivacqua. “We are proud to recognize Carla as part of our Circle of Excellence community, a group that represents the strength of Cambridge’s culture by leading with purpose, serving with care, and striving to make a positive impact on their clients, their peers, and the industry as a whole.”
