About Us
Look, we've been doing this for a while. Protected Wealth Defense isn't some fancy corporate outfit with a bunch of suits telling you what you need. We're local people who understand what wealth actually means to families around Galați and Cluj. Your money's worked hard to get where it's. We make sure it stays protected. Whether you've built something from scratch or inherited it, our job's simple: keep what matters safe from the stupid stuff that trips most people up. And we don't overcomplicate it. That's the whole thing, really.
Over time, we’ve built a reputation for reliability, quality, and clear communication. We treat each project as a partnership and aim for outcomes that last.
Our Approach
Our approach combines proven methods with modern tools. We start with discovery, align on goals, plan clearly, and execute with quality checks at every step.
Meet Our Team
The people behind Protected Wealth Defense
We’re a team that values ownership, clarity, and growth. We celebrate wins, learn fast, and keep client outcomes at the center.
Călin Mihai
Founder & Lead Strategist
13 years building wealth protection strategies for families across Transylvania. Started this because he was frustrated with distant consultants. Now he personally oversees every major client plan. Coffee addict. Golf occasionally.
Raluca Popescu
Wealth Protection Consultant
Former accountant who switched sides because she wanted to prevent problems instead of just documenting them. Handles estate planning and multi-generational protection. Knows tax law backward and forward. Dog person.
Adrian Șandru
Risk Assessment Specialist
Nine years analyzing what could go wrong—and making sure you're covered. Obsessive about details in the best way. Built our entire assessment process from scratch. Builds motorcycles in his garage.
Our Story
Started back in 2011 when our founder got tired of watching good people get bad advice from distant consultants. He wanted something different for this region. Something local. Over the past 13 years, we've built relationships with 47 families who come back because we actually care about their stuff. We've handled everything from simple coverage reviews to complicated estate situations. No shortcuts. No exotic products that look good on paper but fail when you need them. Just honest work, done right, in a place we call home.
Our Core Values
The principles that guide everything we do
Straight Talk
We tell you what you need, not what makes us money. If you're overinsured, we'll say it. If you've got gaps, we'll fix them. No fluff, no hidden agenda.
Local Knowledge
We know Cluj and Galați. The businesses, the families, the challenges. We're not some national operation—we're your neighbor who actually gets how things work here.
Real Security
Protection that holds up when it matters most. We test everything. We ask hard questions. Your peace of mind isn't something we take lightly.
Respect Your Time
You're busy. We don't waste your time on unnecessary meetings or complicated explanations. Clear answers. Fast decisions. Done.
Our Mission
We protect what you've built by creating insurance strategies that actually work in real life. No jargon. No unnecessary products. Just honest planning that keeps your family's wealth secure, even when things get messy. You'll understand every decision we recommend. That's our promise.
Our Vision
A future where families aren't stressed about what happens to their money if something goes wrong. Where protection feels simple instead of overwhelming. We want to be the people Cluj and Galați turn to first—the ones who've earned trust through straight talk and real results.