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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Is Health Insurance Worth the Cost? Feb 19, 2020

Dear Carrie: I just looked at my health insurance bill, and the monthly premiums are almost as much as my car payment! I'm 23 and in good health. The one time I did need to see the doctor, I still got stuck with a $700 bill! It seems like paying for ... Read More

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You Trust Your Partner With Your Love. What About Your Money? Feb 12, 2020

Dear Readers: I recently heard an interesting story about a man who expressed his love for his wife in an unusual way. It wasn't with an extravagant gift or a surprise trip to a tropical island. No, he wrote her a book — a book about their fina... Read More

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You're Saving. Should You Be Investing, Too? Feb 05, 2020

Dear Carrie: I've always been a good saver, and now at 29 with a steady job, I have a fairly sizable savings account. My friends are getting into investing, but it seems like such a risk and makes me uncomfortable. Isn't it enough to just keep saving... Read More

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10 Questions Every Couple Should Ask Before Retiring Jan 29, 2020

Dear Readers: I often write about the financial conversations couples should have before they decide to spend their lives together. To me, getting to know each other financially is an important part of any relationship. But what about after you've be... Read More