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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Staying Calm During the Market Storm: 5 Things You Can Do Now Mar 25, 2020

Dear Readers: The widespread impact of the novel coronavirus has everyone on edge. And while the health and safety of our families and communities is the top concern, I've been hearing from many of you who are taken aback by the resulting market turm... Read More

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What Do Recent Changes to FICO Scores Mean for Me? Mar 18, 2020

Dear Carrie: I heard that there are some recent changes to FICO scores. What's different, and how will it affect me? — A Reader Dear Reader: FICO scores are odd creatures. We've all heard of them. We may even worry about them, but few of us act... Read More

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Women and Money: Why It's Important to Take Control of Your Finances Mar 11, 2020

Dear Readers: As you may know, I'm a big champion of financial independence, and the month of March gives me a special opportunity to talk about the importance of women taking control of their finances. Why March? Two reasons. First, the entire mont... Read More

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How Much of Your Income Do You Need to Replace in Retirement? Mar 05, 2020

Dear Carrie: I've heard that, generally speaking, you can get by on 70-80% of your annual income in retirement. Is that really a reliable estimate? — A Reader Dear Reader: A lot of people would certainly sleep better knowing they had enough mon... Read More