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.

...

Can You Spend Money on Fun Without Feeling Guilty? Jul 28, 2021

Dear Carrie: I'm feeling a little overwhelmed by all the things I need to save for. From retirement and emergency funds to my son's college account and home repairs — on top of trying to pay extra on the mortgage and student loans — I fee... Read More

...

Is It Time to Declutter Your Finances? Jul 21, 2021

Dear Carrie: I am trying to simplify my finances and have way too many accounts (savings, checking, brokerage, credit cards). What happens when you close an account? Is that bad to do? — A Reader Dear Reader: Decluttering is certainly a popula... Read More

...

Have You Taken Care of Your Estate Planning Basics? Jul 14, 2021

Dear Carrie: My husband and I are in our early 40s with two young kids. We know we should have some sort of estate plan, but it seems like such a chore. Any way to keep it simple? — A Reader Dear Reader: You're certainly not alone in putting of... Read More

...

Should You Tap Your 401(k) to Fund Your Down Payment? Jul 07, 2021

Dear Carrie: My husband and I are trying to scrape together enough money for a down payment on our first home. Because we live in an expensive real estate market, we need to be creative and consider all our potential resources. Would it be OK if we b... Read More