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.

...

Is a Reverse Mortgage Right for You? Sep 23, 2020

Dear Carrie: My wife and I are in our 60s and looking at ways to reduce our expenses when we retire. We've considered downsizing, but after 27 years, our house and the neighborhood still fit us. Our home is finally paid for and is pretty manageable, ... Read More

...

What Should You Do If Your Employer Suspends Your 401(k) Match? Sep 16, 2020

Dear Carrie: My employer recently stopped offering a 401(k) match. I've always tried to contribute enough to get the entire match, but now I am in a bit of a cash crunch and wonder if it makes sense to keep contributing. Is it still worth it? —... Read More

...

Americans Want Financial Literacy ... Now! Sep 09, 2020

Dear Readers: Today, I'd like to turn the tables and ask you a question: Let's say you could design a basic high school curriculum. Outside of core courses like science, math and English, how would you rank adding financial literacy as a req... Read More

...

Is Your Mother, Sister, Daughter Investing? Are You? Sep 02, 2020

Dear Readers: Women's Equality Day is celebrated on Aug. 26, and this year, it had a special meaning. It marked the 100th anniversary of the ratification of the 19th Amendment, which gave women in the U.S. the right to vote. This important achievemen... Read More