Carrie Schwab-Pomerantz

Board Chair and President, Charles Schwab Foundation, Senior Vice President, Charles Schwab & Co., Inc. and Board Chair, Schwab Charitable

Media contact:

Stephanie Corns

Expertise:
Family Finance, Education, and Corporate Philanthropy


Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America's most trusted sources for financial advice. She has devoted her career to helping men and women from all walks of life achieve financial security. In addition, she oversees Schwab's corporate philanthropy and employee volunteer programs, which aim to strengthen the communities where Schwab operates.

In 2017, Schwab-Pomerantz was appointed a commissioner of the San Francisco Commission on the Status of Women, which fosters the advancement of women and girls through policies, legislation, and programs throughout the city. She has also served two White House administrations, advising on financial capability policy. In 2010, she was appointed by President Obama to the President's Advisory Council on Financial Capability, where she chaired the Partnership Committee until early 2013. In that role, she led the Council's efforts to strengthen coordination between public and private sector programs. She also advised the President's Advisory Council on Financial Literacy under President George W. Bush.

Under her leadership, the Charles Schwab Foundation has made important strides in promoting financial literacy. Through its national partnership with Boys & Girls Clubs of America, Schwab-Pomerantz created Money Matters: Make It Count℠, a best-in-class financial education program that has been completed by nearly 800,000 teens nationwide. With AARP, Schwab-Pomerantz developed the AARP Foundation Finances 50+℠ program, a targeted effort to improve financial outcomes for people age 50 and older, particularly those who are low- and moderate-income.

Schwab-Pomerantz speaks and writes extensively about personal finance, financial literacy, and philanthropy. Her latest book, The Charles Schwab Guide to Finances after Fifty (Crown Business, 2014), was described by The New York Times as "overwhelmingly appealing" and "an excellent personal finance book." With her father, Charles R. Schwab, she also coauthored It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing (Crown Business, 2002). Schwab-Pomerantz writes a weekly column called Ask Carrie, which appears on Schwab.com and Huffington Post and is syndicated through Creators News Service. She is also on Twitter (@CarrieSchwab) and is a LinkedIn Influencer, regularly offering insights into personal finance, leadership, and philanthropy to a worldwide audience.

Schwab-Pomerantz is regularly featured in major media outlets. For more than 10 years, the San Francisco Business Times named her one of the Bay Area's 100 Most Influential Women in Business, and in 2015 included her in its "Forever Influential" Honor Roll. In 2011, Schwab-Pomerantz received the William E. Odom Visionary Leadership Award, the Jump$tart Coalition's highest recognition for contributions to financial education. And in 2015, she was nominated by the San Francisco Chronicle for its inaugural "Visionary of the Year" award, which recognizes Bay Area leaders who drive social and economic change through innovation.

Schwab-Pomerantz serves as director and board chair 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 has chaired the board of trustees for the Pacific region.

Schwab-Pomerantz earned a Bachelor of Arts from the University of California, Berkeley, and a Master of Business Administration from George Washington University. She holds FINRA Series 7, 23, 63, and 8 securities registrations, and is a CERTIFIED FINANCIAL PLANNER™. She lives with her husband, author Gary M. Pomerantz, in the San Francisco Bay Area. Together they have three grown children.

Follow Carrie on LinkedIn and Twitter.

 

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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.