Charles Schwab’s Daughter Plays A Central Role In Redesign

Wednesday, November 30, 2011 10:45
Charles Schwab’s Daughter Plays A Central Role In Redesign

Tags: advisor industry people | client education

Charles Schwab & Co. launched a new version of its financial education website today and the founder’s daughter, Carrie, figures prominently in the redesign.

This Website Is For Financial Professionals Only

Carrie Schwab-Pomerantz is a chip off the old block, following in her famous dad’s footsteps by taking on a role as a champion of personal finance for small investors.
The new version of  gives Schwab-Pomerantz more prominent placement on the site. Her weekly “Ask Carrie” column has a featured spot on the home page as it did previously, but the site now also has a button on the main navigation menu of the website where investors can read her column.
“People visiting will find advice that’s relevant to their current life-stage, whether it’s getting a first job, buying a home, getting married, or planning for retirement,” Schwab-Pomerantz says in a press release. “In redesigning the site, our goal was to create a resource that would better help people make smart choices with their money.”
Schwab-Pomerantz serves as president of Charles Schwab Foundation, a private, nonprofit organization funded by The Charles Schwab Corporation, whose mission is to create positive change through financial education, philanthropy, and volunteerism. A graduate of the University of California, Berkeley, with a bachelor's degree in political science, Schwab-Pomerantz earned an MBA from George Washington University and she holds a Certified Financial Planner™ certificate, as well as FINRA Series 7, 63 and 8 registrations.


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