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Carrie Schwab-Pomerantz

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.

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. In 2017, she was appointed to 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, the Foundation created Money Matters: Make It CountSM, a best-in-class financial education program that has been completed by nearly one million teens nationwide. With AARP Foundation, Charles Schwab Foundation developed a program to improve financial outcomes for low- and moderate-income seniors. And most recently, the Foundation has partnered with DonorsChoose.org to support financial education in classrooms across the United States.

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 “an excellent personal finance book.” 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 Creators News Service, Business Insider, and Parade. She is on Facebook and Twitter (@CarrieSchwab), and is a LinkedIn Influencer, offering insights on personal finance, leadership and philanthropy to a worldwide audience.

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, Schwab-Pomerantz received the William E. Odom Visionary Leadership Award, 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, recognizing Bay Area leaders who drive social and economic change through innovation. She was also recognized by SIFMA Foundation in 2018 with its Education Champion award in recognition of her efforts to advance youth financial education.

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 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.