Carrie Schwab-Pomerantz shares her life growing up working with her father Charles Schwab, starting to work for the family company at only 15. Her values in saving, democratizing investing and growing the financial literacy of Americans have led her to many awards and honors including recognition by SIFMA Foundation in 2018 with its Education Champion award in recognition of her efforts to advance youth 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. In this episode, Carrie Schwab-Pomerantz breaks down common misconceptions about the importance of taking responsibility for personal finances, and highlights pain points within our nation’s culture toward economics and financial literacy.
21:08 | 2014
Carrie Schwab-Pomerantz, CFP®, is a leading advocate for financial literacy and one of America’s most trusted sources for financial advice. She has devoted her career to helping men and women from all walks of life achieve financial security. In addition, she oversees Schwab’s corporate philanthropy and employee volunteer programs, which aim to strengthen the communities where Schwab operates.
Schwab-Pomerantz has served two White House administrations on financial capability policy. In 2010, she 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 the public and private sector. She also advised the Council on Financial Literacy under President George W. Bush. From 2017 to 2020, she was appointed and served on the San Francisco Commission on the Status of Women, which fosters the advancement of women and girls through policies and programs throughout the city.