Meet Our Wealth Management Team

With over 34 years of planning experience, Mike Duffy dedicates his expertise to helping high net-worth clients achieve greater financial independence. Having worked for some of the financial industry’s leading firms, Mike’s extensive history includes roles at Paine Webber, Citicorp Investment Services, Bank of America Investment Services and Merrill Lynch. While thriving in advanced asset management strategies at the top brokerage firms, Mike recognized a growing need to provide clients with more personalized solutions. He established Happiness Wealth Management to give individuals, families and business owners the unwavering and objective attention they deserve. Mike excels at helping clients identify their objectives and builds a bridge to achieve them. An exceptionally service-oriented advisor, he provides solutions truly catered to his clients’ specific needs. For clients seeking socially responsible investing agendas, Mike selects investments that perfectly align with their values. He is a longtime member of Kingdom Advisors, the largest Christian financial planning association in the United States. Actively involved in his community, Mike has coached basketball, football and volleyball. He has a homeless outreach that helps homeless people on the Peninsula. Mike is married to Shannon Duffy. They love traveling, finding great restaurants and spending time with their two beautiful children, Kendall and Michael.

Sales Assistant, Happiness Wealth Management

Leanna Rosado serves as a dedicated Sales Assistant at Happiness Wealth Management in San Carlos, California, where she plays a key role in supporting clients through their financial planning journeys. With a strong focus on client service and seamless coordination, Leanna ensures that every interaction is professional, responsive, and personalized.

Her warm communication style and attention to detail help busy professionals feel supported in retirement planning, investment strategies, and wealth management solutions. Leanna is passionate about contributing to the firm’s mission of building client confidence for a secure and fulfilling future.