About Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

As chief strategist/consumer education for Charles Schwab & Co. Inc., Schwab Pomerantz is a leading advocate for individual investors. She speaks and writes extensively about personal finance issues and is a driving force in the movement to improve financial literacy in America. As president of the Charles Schwab Foundation, she also oversees the company’s philanthropic strategy and resources.

With her father, company founder, chairman and CEO Charles R. Schwab, Schwab Pomerantz co-authored "It Pays to Talk: How to Have the Essential Conversations With Your Family About Money and Investing," which Publishers Weekly called "a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning.”

Schwab Pomerantz is a sought-after speaker whose public appearances have included appearances on "The Today Show," CNBC and NPR. In 2001, Working Woman magazine recognized her as one of four “Market Movers” in America who are “rewriting the rules of finance,” and she was also recognized as one of the “25 power Elite” in the financial services industry by Investment News. For four consecutive years, The San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business.

A graduate of the University of California, Berkeley, with a bachelor’s degree in Political Science, Schwab Pomerantz later earned a master’s degree in business administration from George Washington University. She holds NASD Series 7, 63 and 8 registrations.

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Are You Making the Most of Your Charitable Donations? Dec 12, 2018

Dear Readers: When it comes to charitable giving, the holidays can sometimes challenge your feelings of generosity. Yes, it's the season of sharing, but it can also be overwhelming as you're approached by an increasing number of organizations asking ... Read More

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Can I Give Stock as a Gift? Dec 05, 2018

Dear Carrie: I would like to gift a portion of my stock to my daughter. Do I have to sell it first, or can I simply gift it in the amount allowed this year? Also I want her to hold on to it until she retires or has a real need for the money. Is that ... Read More

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If One of You Makes More, Can You Still Be Financial Equals? Nov 28, 2018

Dear Carrie: We've been married for two years, and so far, my husband and I have pretty much split bills down the middle. That's about to change as I become a full-time graduate student with limited income. I'm used to being a financial equal and am ... Read More