Carrie Schwab-Pomerantz

President, Charles Schwab Foundation and Senior Vice President, Charles Schwab & Co., Inc. Chairman of the Board, Schwab Charitable

Expertise

Family Finance, Education and Corporate Philanthropy

Media Contact:

Sarah Bulgatz

Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. As leader of Schwab Community Services as well as president of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, encouraging men and women from all walks of life to take charge of their financial lives.

In 2010 Schwab-Pomerantz was appointed by President Obama to the President's Advisory Council on Financial Capability, and chaired the Partnership Committee until early 2013. In that role, she led the Council's efforts to strengthen coordination between public and private-sector financial education programs. She also served as an advisor to the President's Advisory Council on Financial Literacy under George W. Bush.

Under her leadership, the Charles Schwab Foundation has concentrated its resources to support financial literacy. This focus reflects Schwab's history of breaking down traditional barriers to investing, and also serves to unite employees around a mutual purpose. Of specific note are two programs: Money Matters: Make It CountSM,a national personal finance program for teens created in collaboration with Boys & Girls Clubs of America, and AARP Foundation Finances 50+SM, a financial capability program for low-income workers and jobseekers age 50 and older.

Schwab-Pomerantz speaks and writes extensively about personal finance issues, offering guidance for consumers. Schwab-Pomerantz currently writes a personal finance column called Ask Carrie, which appears weekly on schwab.com, Parade.com, and is syndicated through Creators News Service. With her father, Charles R. Schwab, Schwab-Pomerantz co-authored It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing (Crown Business: 2002). Her latest book The Charles Schwab Guide to Finances after Fifty: Answers to Your Most Important Money Questions was released in April 2014, published by Crown Business.

Schwab-Pomerantz's media and public appearances have included Good Morning America, The Today Show, CNBC and NPR among other major media outlets, as well as the World Affairs Council of Philadelphia and the San Francisco Commonwealth Club. For ten years (2003-2011, 2013), The San Francisco Business Times named her one of the San Francisco Bay Area's 100 Most Influential Women in Business. In 2011, Schwab-Pomerantz received the William E, Odom Visionary Leadership Award, Jump$tart Coalition's highest recognition for individual contributions to the financial literacy and education of students.

Schwab-Pomerantz serves as director and chairman of the board of Schwab Charitable, one of the country's largest donor-advised funds. She also serves on the national board of governors of Boys & Girls Clubs of America and chairs the board of trustees for the Pacific region. Additionally, Schwab-Pomerantz is on the board of directors of Decker Communications and the IWF Leadership Foundation.

Schwab-Pomerantz earned a BA degree from the University of California, Berkeley, and an MBA degree from George Washington University. She holds FINRA Series 7, 23, 63 and 8 registrations, and is a CERTIFIED FINANCIAL PLANNER™ certificant.

Schwab-Pomerantz lives with her husband, author Gary M. Pomerantz, and their three children in the San Francisco Bay Area.

 


Charles Schwab Foundation is a 501(c)(3) nonprofit, private foundation that is not part of Charles Schwab & Co., Inc. or its parent company, The Charles Schwab Corporation.

Schwab Charitable is the name used for the combined programs and services of Schwab Charitable Fund, an independent nonprofit organization. Schwab Charitable Fund has entered into service agreements with certain affiliates of The Charles Schwab Corporation.

The Charles Schwab Corporation (and its affiliates), Charles Schwab Foundation, and Schwab Charitable are unaffiliated with the Boys & Girls Clubs of America and AARP Foundation.

Investing involves risk, including possible loss of principal.

The Charles Schwab Corporation provides a full range of securities, brokerage, banking, money management, and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc (“Schwab”), Member SIPC, offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Schwab Advisor Services™ serves independent investment advisors and includes the custody, trading, and support services of Schwab. Independent investment advisors are not owned, affiliated with, or supervised by Schwab. Schwab Retirement Plan Services, Inc. and Schwab Retirement Plan Services Company provide recordkeeping and related services with respect to retirement plans. Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

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