Carrie Schwab-Pomerantz, CFP®, is president of Charles Schwab Foundation, a private, nonprofit organization funded by The Charles Schwab Corporation, whose mission is to help individuals and families achieve lifelong financial well-being through education, volunteerism and advocacy. In addition to overseeing the Foundation’s strategy and resources, she speaks and writes extensively about personal finance issues, offering guidance and advice for consumers.

Under her leadership, the Foundation has established several programs for the underserved. Money Matters: Make It Count^SM, a national financial education program for teens created in collaboration with Boys & Girls Clubs of America, has been cited by U.S. Treasury’s National Strategy on Financial Literacy as a best publicprivate sector initiative. In addition, the Foundation has created local partnerships with Foundation Communities in Austin, TX; Goodwill Industries International in Indianapolis, IN; and Single Stop USA in San Francisco, CA, to provide financial coaching services for working families. The Foundation also supports the philanthropy of Schwab employees, encouraging and rewarding volunteerism in programs that promote financial literacy and well-being.

Schwab-Pomerantz was appointed by President Obama in 2010 to the President’s Advisory Council on Financial Capability in recognition of her significant contributions to financial literacy. The charter of this group is to represent the best interests of all consumers of financial products and services, but especially those who have a low or moderate income.

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). 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, which appears weekly on schwab.com and is syndicated through Creators News Service.

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 NPR. For seven 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.

Schwab-Pomerantz is a national trustee for Boys & Girls Clubs of America and often chairs fund-raising events for organizations including the American Heart Association and Jewish Vocational Services. She is on the board of directors of Decker Communications and is on the board of directors of the International Women’s Forum Leadership Foundation, a global organization dedicated to promoting women leaders.

Schwab-Pomerantz earned a BA degree from the University of California, Berkeley, and an MBA dgree from George Washington University. She holds FINRA Series 7, 63 and 8 registrations, and is a CERTIFIED FINANCIAL PLANNER™ certificant.

Schwab-Pomerantz lives with her husband, author Gary M. Pomerantz, and their three children in the San Francisco Bay Area.

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