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Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz

Senior Vice President, Charles Schwab & Co., Inc

Titles

  • Board Chair and President, Charles Schwab Foundation
  • Senior Vice President, Charles Schwab & Co., Inc
  • Board Chair, Schwab Charitable
  • Member, Board of Directors of the Julie Ann Wrigley Global Institute of Sustainability at ASU

Biography

Carrie Schwab-Pomerantz, CFP®, is one of America’s most trusted sources for financial advice and a leading advocate for financial literacy. As leader of Schwab Community Services as well as chair and president of Charles Schwab Foundation, she is devoted to making investing more accessible to the American public, demonstrating that strategic corporate responsibility and philanthropy can simultaneously support business and social objectives.

In 2010, Schwab-Pomerantz 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. 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, legislation 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, Schwab created Money Matters: Make It CountSM, a best-in-class financial education program that has been completed by over 850,000 teens nationwide. With AARP, Schwab developed AARP Foundation Finances 50+SM, a targeted effort to improve financial outcomes for people 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 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, Ask Carrie, which appears on schwab.com, schwabmoneywise.com, Business Insider, Parade.com and is also syndicated through Creators News Service. In addition, she is a LinkedIn Influencer, regularly offering insights on personal finance, leadership and philanthropy to a worldwide audience.

Schwab-Pomerantz is regularly featured in major media outlets. 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.

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.

Education

  • MBA, Business Administration, George Washington University
  • BA, University of California-Berkeley