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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Have You Set Your 2018 Financial Goals? Jan 17, 2018

Dear Readers, I talk a lot about setting financial goals, primarily because I believe in them. Having an idea of what you want to achieve is the first step in actually doing something. That's particularly true when it comes to money. And what better ... Read More

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Ten Simple Steps for Financial Success in the New Year Jan 10, 2018

Dear Readers, Making plans for 2018? To me, that's part of the fun of the New Year. It's a time to think ahead and anticipate all the future possibilities. It can be as grand as a new home or as simple as treating yourself to a night out more often; ... Read More

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Is It Better to Rent or Buy? Dec 27, 2017

Dear Carrie, My husband and I are in our mid 30s and fairly well established in our careers. We've been happily renting for a few years, but at the same time, we've been saving for a down payment on a home until the time is right to buy. How can ... Read More