Carrie Schwab-Pomerantz is president of Charles Schwab Foundation, a private, nonprofit organization funded by The Charles Schwab Corporation, whose mission is to create positive change through financial education, philanthropy, and volunteerism. In addition to overseeing the Foundation’s strategy and resources, she speaks and writes extensively about personal finance issues, offering guidance and advice for American consumers.

Schwab-Pomerantz serves as an expert on two committees of the President’s Advisory Council on Financial Literacy, which is chaired by Schwab-Pomerantz’s father, Charles R. Schwab. She has also testified in Washington D.C. before the federal Financial Literacy and Education Commission, and has advised members of Congress and other federal officials on the issue of financial literacy.

With her father, Schwab-Pomerantz co-authored It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing (Crown Business: 2002). Publishers Weekly called the book “a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning.” Schwab-Pomerantz currently writes a personal finance column called Ask Carrie that is syndicated nationally through Creators News Service and that also appears on schwab.com and schwabmoneywise.com. She has also been a guest columnist on Yahoo! Finance.

Schwab-Pomerantz is a sought-after speaker whose public appearances have included the World Affairs Council of Philadelphia and the San Francisco Commonwealth Club, in addition to appearances on Good Morning America, The Today Show, CNBC and National Public Radio. For five consecutive years since 2003, The San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business. She has also been recognized for her community and philanthropic leadership by the American Diabetes Association and Women’s Initiative for Self Employment.

Schwab-Pomerantz is a national trustee for Boys & Girls Clubs of America and chairs fund-raising events for organizations including the American Heart Association and Jewish Vocational Services. She previously served on the board of directors of the International Museum of Women, Cool Girls., Inc., and Common Sense Media. In addition, she is a member of the International Women’s Forum, a global association of women leaders in 18 nations.

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 is a CERTIFIED FINANCIAL PLANNER™ certificant, and holds FINRA Series 7, 63 and 8 registrations.

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

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