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 Rob Plomgren has been a leader in the financial services arena since 1982. He is a managing partner of Cost Segregation Services Inc. of California, a premier cost segregation firm. Rob’s primary responsibilities entail interfacing with clients, financial and tax professionals. He has originated studies for owners of commercial and investment real estate which include facilities in manufacturing and distribution, medical, hospitality, restaurant, office, shopping centers, auto dealerships, apartments and self storage. Previously, Rob was Managing Director of Galen Capital Group, LLC, a health care merchant bank from 2002 through 2004.
Rob served as a Managing Director of Venture Banking with ColumbusNewport from 1998 to 2001. His primary role was co-managing the origination, structure and placement of the firm’s equity transactions.
Prior to joining ColumbusNewport, Rob operated as an interim executive specializing in strategic planning and operational management for closely held companies.
Previously, Rob spent 16 years in the investment and securities industry, where he developed an expertise in the formation and marketing of private placements and public offerings for middle market companies. He co-managed total placements in excess of $800 million in such diverse industries as mortgage servicing, cable television, environmental services, medical technologies and manufacturing.
As a partner in the financial advisory firm of Stout, Plomgren and Waner, located in Southern California, Rob designed and implemented investment management, tax, retirement and estate planning strategies for corporate executives and high net worth individuals.
He attained his CFP designation in 1986 and has held various securities licenses. Rob received his BA and MS from the University of Redlands.
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