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.

...

Are You Ready for a Financially Healthy 2020? Jan 15, 2020

Dear Readers, at the beginning of each new year, I'm filled with a sense of new direction. At the same time, I like to look back at the previous year, evaluate what worked and make a fresh commitment to keep going on whatever path proved most success... Read More

...

10 Steps to Financial Security in 2020 Jan 08, 2020

Dear Readers: It's hard to believe we're already in 2020. But rather than lament the passing of time, I like to think of a new decade as a time of renewal — a chance to look at what you've accomplished and what you still want to achieve. Espec... Read More

...

Raise Your Financial IQ in 2020 Jan 01, 2020

Dear Readers: It's that time again. And while you may have promised yourself to be smarter about your finances in 2020, we all know that New Year's resolutions are notoriously ineffective. Despite our best int... Read More

...

Money and Relationships: How Financial Literacy Can Help Dec 25, 2019

Dear Readers: If I were to ask couples to name the top three things that keep them together, I don't imagine that shared knowledge and interest in their finances would make the list. Yet money is often cited as one of the main causes of divorce. A re... Read More