Carrie Schwab-Pomerantz

Board Chair and President, Charles Schwab Foundation, Senior Vice President, Charles Schwab & Co., Inc. and Board Chair, 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 board chair and president of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, helping men and women from all walks of life take better control of their finances.

In 2010 Schwab-Pomerantz was appointed by President Obama to the President’s Advisory Council on Financial Capability, and 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 financial education programs. She also served as an advisor to the President’s Advisory Council on Financial Literacy under former President George W. Bush.

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

Schwab-Pomerantz speaks and writes extensively about personal finance, financial literacy and philanthropy. Her latest book, The Charles Schwab Guide to Finances after Fifty: Answers to Your Most Important Money Questions (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 co-authored 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, Parade.com, Huffington Post, and is syndicated through Creators News Service. In addition, as a LinkedIn ‘Influencer,’ she contributes frequent thought-leadership articles to a worldwide audience.

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 Bay Area’s 100 Most Influential Women in Business, and in 2015 the publication named her to the “Forever Influential” Honor Roll. In 2011, Schwab-Pomerantz received the William E. Odom Visionary Leadership Award, Jump$tart Coalition’s highest recognition for contributions to the financial education of students. In 2015 she was nominated by the San Francisco Chronicle for its inaugural “Visionary of the Year” award, recognizing leaders in the Bay Area 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 chairs the board of trustees for the Pacific region.

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, and their three children in the San Francisco Bay Area.

 

 

Follow me on LinkedIn and Twitter.

 


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.

Brokerage Products: Not FDIC Insured • No Bank Guarantee • May Lose Value

Charles Schwab & Co., Inc. is an equal opportunity and affirmative action employer committed to diversifying its workforce. It is Schwab's policy to provide equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including pregnancy, childbirth, breastfeeding, or related medical conditions), gender identity or expression, national origin, ancestry, age, disability, legally protected medical condition, genetic information, marital status, sexual orientation, protected veteran status, military status, citizenship status or any other status that is protected by law.

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.

0214-1299