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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Women and Retirement: Can You Afford Not to Save? Dec 04, 2019

Dear Carrie: For the past three years, my 29-year-old daughter has been working for a good company that offers a 401(k), but she still hasn't started to contribute. She says she can't afford it. How can I convince her to get going? — A Reader D... Read More

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What's the Best Way to Set up an Education Fund for My Grandchild? Nov 27, 2019

Dear Carrie: I'd like to set up an educational fund for my new grandchild. I understand the tax benefits of a 529 account but am also interested in gifting appreciated stock. What are your thoughts? — A Reader Dear Reader: Congratulations on y... Read More

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5 Ways to Make Giving a Family Affair This Holiday Season Nov 20, 2019

Dear Reader: It seems we hear the word "gratitude" a lot these days. In spite of being faced with all kinds of challenges, the idea of being grateful for what you have — whether it's family, friends, financial security or just a beautiful momen... Read More

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Five Steps Women Can Take Toward Financial Empowerment Nov 13, 2019

Dear Carrie: Despite our many advances, it seems like women still fall behind men when it comes to money. Is that true? And what can we do to catch up? — A Reader Dear Reader: Your question is spot on because, yes, women are still behind men fi... Read More