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 Your Mother, Wife, Daughter Investing? Are You? Feb 13, 2019

Dear Readers: My last two columns have focused on what are, to me, two very important topics: the importance of investing and how investing in a 401(k) is one of the easiest and most accessible ways to get started. Historical statistics and personal ... Read More

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Looking for a Good Way to Start Investing? Feb 06, 2019

Dear Readers: In last week's column, I made a case for why getting into the stock market still makes sense. Yes, it's volatile. Yes, there's uncertainty. But here's a stat that's worth repeating: From 1926 to 2017, equities historically outperformed ... Read More

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The Case for Investing -- Year In, Year Out Jan 30, 2019

Dear Readers: If you had an extra $2,000, would you invest it in the stock market today? Should you? These are two very different questions. But the answer to each has a lot to do with history — both the history of the person answering the ques... Read More