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.

Saving for Retirement: How Much Is Enough? Jun 27, 2018

Dear Carrie, I just turned 30 and know that I need to get serious about saving, even for retirement. How much should I be setting aside? —A Reader Dear Reader, It's interesting that you say "even for retirement," because to me, no matt... Read More


Can You Contribute to an IRA If You Don't Have a Job? Jun 20, 2018

Dear Carrie, Can you put money in an IRA or a Roth IRA if you don't have wage income? —A Reader Dear Reader, Individual Retirement Accounts were introduced in the mid-'70s to help employees save for retirement and reduce their taxable ... Read More


A Father's Day Financial Checklist for New Dads (and Moms) Jun 13, 2018

Dear Readers, Celebrating Father's Day for the first time can be great fun—and a little scary. The new responsibilities that go along with the joys of becoming a father can give even the most prepared new dad a moment's pause. And when it comes... Read More