Carrie Schwab-Pomerantz

Expertise:
Family Finance, Education, and Corporate Philanthropy
 

As a dynamic voice inspiring Americans to engage in their personal finances and a foremost expert on financial literacy and corporate social responsibility, Carrie Schwab-Pomerantz, CFP^®, has devoted her career to helping people from all walks of life achieve financial security. She has worked for nearly four decades at The Charles Schwab Corporation, helping to establish Schwab in the national vanguard of strategic corporate philanthropy. In 2022 she was appointed to the Board of Directors of The Charles Schwab Corporation.

Schwab-Pomerantz has served two White House administrations 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 the public and private sector. She also advised the Council on Financial Literacy under President George W. Bush. From 2017 to 2020 she served on the San Francisco Commission on the Status of Women, which fosters the advancement of women and girls through policies and programs throughout the city.

Under her leadership, Charles Schwab Foundation has made important strides in promoting financial literacy. Through its national partnership with Boys & Girls Clubs of America, Charles Schwab Foundation created Money Matters: Make It Count, a best-in-class financial education program reaching more than 1.25 million teens nationwide. With AARP Foundation, her organization developed a program to improve financial outcomes for low- and moderate-income seniors. The Foundation has also partnered with DonorsChoose.org to support financial education in classrooms across the United States. Most recently, her organization launched a groundbreaking new program called Moneywise America, which trains and certifies Schwab employees to deliver high quality financial education in under-resourced schools nationwide.

Schwab-Pomerantz speaks and writes extensively about personal finance. 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 one of the top three books on long-term investing. With her father, Charles R. Schwab, she co-authored It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing (Crown Business: 2002). She also writes a weekly column, Ask Carrie, which appears on schwab.com and schwabmoneywise.com, and is syndicated through a variety of media outlets.

She was recognized by SIFMA Foundation in 2018 with its Education Champion award for her efforts to advance youth financial education. And in 2015, she was nominated by the San Francisco Chronicle for its inaugural “Visionary of the Year” award. For more than ten 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, she received the William Odom Visionary Leadership Award, Jump$tart Coalition’s highest award for contributions to financial education.

Schwab-Pomerantz also serves as director and board chair of Schwab Charitable, one of the country’s largest donor-advised funds, generating $4 billion annually to charity. From 2020 to 2022 she served as chair of the National Board of Governors for Boys & Girls Clubs of America, the nation’s leading youth development organization serving nearly 5 million kids a year; she is currently chair of the Board Governance and Engagement committee. In addition, she serves on the Board of Directors of the Haas School of Business at the University of California, Berkeley.

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

^{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.}