Carrie Schwab-Pomerantz
Carrie Schwab-Pomerantz is the Board Chair and President of the Charles Schwab Foundation. She oversees the company's corporate philanthropy and employee volunteer programs, which aim to strengthen the communities where Schwab operates. Schwab-Pomerantz is recognized as one of the most trusted sources for financial advice in America. A leading advocate for financial literacy, she is dedicated to making investing more accessible to the public, helping men and women from all walks of life achieve financial security.
Carrie Schwab-Pomerantz Professional Experience / Academic History
Professional Experience
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Board Chair and President, Charles Schwab Foundation
Academic History
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MBA in Marketing
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BA in Political Science
CURRENT APPOINTMENTS
- Chair and President of Charles Schwab Foundation
- Chair of the National Board of Governors for Boys & Girls Clubs of America
- Member of the Board of Directors of the Haas School of Business
LICENSES AND CERTIFICATIONS
- Schwab-Pomerantz holds FINRA Series 7, 23, 63, and 8 securities registrations.
- She is a Certified Financial Planner™.
- Schwab-Pomerantz has served two White House administrations on financial capability policy.
- She was appointed by President Barack Obama to the President’s Advisory Council on Financial Capability in 2010, where she led efforts to strengthen coordination between the public and private sectors.
- She advised the President’s Advisory Council on Financial Literacy under President George W. Bush.
- She was appointed and served on the San Francisco Commission on the Status of Women from 2017 to 2020.
MEDIA AND PUBLICATIONS
- Schwab-Pomerantz speaks and writes extensively about personal finance.
- She writes Ask Carrie, a weekly column that appears on schwab.com and schwabmoneywise.com.
- She is syndicated through Creators News Service and Parade.
- She is a LinkedIn Influencer, offering insights on personal finance, leadership, and philanthropy to a global audience.
AWARDS AND RECOGNITIONS
- Education Champion Award 2018 from SIFMA Foundation
- Visionary of the Year Award 2015 from San Francisco Chronicle
- Forever Influential Honor Roll 2015 from The San Francisco Business Times
- William E. Odom Visionary Leadership Award 2011 from Jump$tart Coalition