Area of Expertise: Financial education, financial planning, retirement planning
Web Site: www.schwab.com/book
Twitter Feed: @charlesschwab
Books: “The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions,” “It Pays to Talk: How to Have the Essential Conversations with Your Family About Money and Investing”
Topics Presented in Speeches: “Money Myths & Misconceptions: Navigating Your Financial Future in a New Era,” “Finances After Fifty,” “Financial Literacy in America”
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 president of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, encouraging men and women from all walks of life to take charge of their financial lives.
In 2010 Schwab-Pomerantz was appointed by President Obama to the President’s Advisory Council on Financial Capability, and 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 adviser to the President’s Advisory Council on Financial Literacy under George W. Bush.
Under her leadership, the Charles Schwab Foundation has concentrated its resources to support financial literacy. Of specific note are two programs: Money Matters: Make It Count, a national personal finance program for teens created in collaboration with Boys & Girls Clubs of America, and AARP Foundation Finances 50+, a financial capability program for low-income workers and jobseekers age 50 and older.
Schwab-Pomerantz speaks and writes extensively about personal finance issues, including a personal finance column called Ask Carrie, which appears weekly on schwab.com, Parade.com, and is syndicated through Creators Syndicate news service. With her father, Charles R. Schwab, Schwab-Pomerantz co-authored “It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing”(Crown Business: 2002). Her latest book, “The Charles Schwab Guide to Finances after Fifty: Answers to Your Most Important Money Questions,” was published by Crown Business in April 2014.
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 10 years (2003-2011, 2013), The San Francisco Business Times named her one of the San Francisco Bay Area’s 100 most influential women in business. In 2011, Schwab-Pomerantz received the William E. Odom Visionary Leadership Award, Jump$tart Coalition’s highest recognition for individual contributions to the financial literacy and education of students.
Schwab-Pomerantz earned a B.A. degree from the University of California, Berkeley, and an MBA degree from George Washington University. She holds FINRA Series 7, 23, 63 and 8 registrations, and is a certified financial planner (CFP).
Articles by this Author
Financial Planning »
From Saver to Spender: Managing Your Money in Retirement
May 2014 | Journal