Experts
Carrie Schwab Pomerantz
Chief Strategist, Consumer Education, Schwab & Co.
Recent Activity
What are the “must not’s” of personal investing?
"Never have more than 20% of an individual stock or industry in your portfolio." … Watch
August 11, 2009 | In Business & Economics, Inspiration & Wisdom
What is the state of the American Economy today?
Although the economy is in a scary time now, Schwab Pomerantz remains optimistic. … Watch
April 3, 2008 | In Business & Economics
How do you manage the work/life balance?
"I just don't," Schwab Pomerantz says. … Watch
April 3, 2008 | In Inspiration & Wisdom
What are the challenges to starting a new business?
One big challenge is finding an untapped niche. … Watch
April 3, 2008 | In Business & Economics
How do you lead as a woman in business?
Team work has always been a key factor in Schwab Pomerantz's career. … Watch
April 3, 2008 | In Business & Economics
As chief strategist/consumer education for Charles Schwab & Co. Inc., Schwab Pomerantz is a leading advocate for individual investors. She speaks and writes extensively about personal finance issues and is a driving force in the movement to improve financial literacy in America. As president of the Charles Schwab Foundation, she also oversees the company's philanthropic strategy and resources.
With her father, company founder, chairman and CEO Charles R. Schwab, Schwab Pomerantz co-authored "It Pays to Talk: How to Have the Essential Conversations With Your Family About Money and Investing," which Publishers Weekly called "a well-rounded primer that provides one-stop shopping for the many phases of financial understanding and planning."
Schwab Pomerantz is a sought-after speaker whose public appearances have included appearances on "The Today Show," CNBC and NPR. In 2001, Working Woman magazine recognized her as one of four “Market Movers” in America who are “rewriting the rules of finance,” and she was also recognized as one of the “25 power Elite” in the financial services industry by Investment News. For four consecutive years, The San Francisco Business Times has named her one of the San Francisco Bay Area’s 100 Most Influential Women in Business.
A graduate of the University of California, Berkeley, with a bachelor’s degree in Political Science, Schwab Pomerantz later earned a master’s degree in business administration from George Washington University. She holds NASD Series 7, 63 and 8 registrations.
