Carrie Schwab-Pomerantz

Carrie Schwab-Pomerantz is president of Charles Schwab Foundation, a private, nonprofit organization funded by The Charles Schwab Corporation, whose mission is to create positive change through financial education, philanthropy, and volunteerism. In addition to overseeing the Foundation’s strategy and resources, she speaks and writes extensively about personal finance issues, offering guidance and advice for American consumers.
 
Schwab-Pomerantz serves as an expert on two committees of the President’s Advisory Council on Financial Literacy, which is chaired by Schwab-Pomerantz’s father, Charles R. Schwab. She has also testified in Washington D.C. before the federal Financial Literacy and Education Commission, and has advised members of Congress and other federal officials on the issue of financial literacy.
 
With her father, Schwab-Pomerantz co-authored It Pays to Talk: How to Have the Essential Conversations with Your Family about Money and Investing (Crown Business: 2002). Publishers Weekly called the book “a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning.” Schwab-Pomerantz currently writes a personal finance column called Ask Carrie that is syndicated nationally through Creators News Service and that also appears on schwab.com and schwabmoneywise.com. She has also been a guest columnist on Yahoo! Finance.
 
Schwab-Pomerantz is a sought-after speaker whose public appearances have included the World Affairs Council of Philadelphia and the San Francisco Commonwealth Club, in addition to appearances on Good Morning America, The Today Show, CNBC and National Public Radio. For five consecutive years since 2003, The San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business. She has also been recognized for her community and philanthropic leadership by the American Diabetes Association and Women’s Initiative for Self Employment.


Summit Video: Carrie Schwab Pomerantz
Financial Literacy and Education; Making Education Aspirationally Relevant