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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Elder Fraud: When Someone You Trust Betrays You Nov 14, 2018

Dear Readers: Lately, I've been thinking a lot about all the seniors in this country who've been financially exploited. Friends have told me stories about grandparents who've been wiped out by fraud, and I've also heard from adult children who've bee... Read More

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10 Easy Ways to Waste Your Money. Scared Yet? Nov 07, 2018

Dear Readers: No matter how conscientious you may try to be, certain money wasters can creep up on you. Some may be staring you in the face, but others can be lurking in the shadows just waiting to snatch some of your hard-earned cash. Best to be for... Read More

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Are Young Men and Women Getting the Same Financial Start? Oct 31, 2018

Dear Readers: This week, I have a couple of questions for you. First, do you believe that young men and women should have equal financial opportunities? And second, do you think young men and women should get the same financial education about money ... Read More