carrie schwab-pomerantz

Financial Security


When it comes to financial security, having money is just half the battle.

Carrie Schwab-Pomerantz is a leading advocate for financial literacy and a certified financial planner. Plus it doesn’t hurt that her father is financial icon Charles Schwab. She says a majority of the country does not know how to properly handle money.

“My concern is that as a country we’re not talking about the lack of financial literacy. Financial literacy is necessary to have financial security.”

Carrie says teenagers and 20-something’s aren’t being taught how to manage debt and the responsibility of credit cards. On the opposite end of the spectrum people in their fifties aren’t fully prepared for retirement.  read more »

Financial Advice


Some people go looking for financial advice and some are born under its roof.

Carrie Schwab-Pomerantz is the president of the Charles Schwab foundation and daughter of Charles Schwab, founder of one of the world’s largest discount brokers. Carrie says she realized at a young age that the apple doesn’t fall far from the tree and she wanted to use what she knew about finance to help others.

“How many people get to have Charles Schwab teach them about money and about investing? I feel very fortunate to be in the business and it’s my way of giving back to my fellow citizens”

Schwab says the country is facing a unique challenge when it comes to financial security.  read more »