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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Five Steps Women Can Take Toward Financial Empowerment Nov 13, 2019

Dear Carrie: Despite our many advances, it seems like women still fall behind men when it comes to money. Is that true? And what can we do to catch up? — A Reader Dear Reader: Your question is spot on because, yes, women are still behind men fi... Read More

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Are You Falling for These Financial Tricks? Nov 06, 2019

Dear Readers: It's the rare person who doesn't occasionally fall into some poor financial habits that can lead to potentially scary results. This fall, make sure you're not tricking yourself into a financial bind. Rather, treat yourself to greater se... Read More

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Can You Use IRA Assets to Purchase a Retirement Home? Should You? Oct 30, 2019

Dear Carrie: My wife and I are both over 63 and want to purchase a primary residence for our retirement. Can we use money from our individual retirement account for the down payment? If so, are there any tax issues? — A Reader Dear Reader: It's... Read More

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How Do Social Security Survivor Benefits Add Up? Oct 23, 2019

Dear Carrie: My husband and I are each getting Social Security based on our own work records. When one of us dies, will the survivor collect both benefits, or do we need to plan for substantially reduced income? — A Reader Dear Reader: There's ... Read More