Bill Beezley is principal of OFA, an independent, fee-only financial planning and investment management firm located in Port Townsend, WA.
His passion is financial education --- informing others about the importance of saving and investing for financial goals. He founded OFA after recognizing a need for unconflicted, fee-only financial advice, straight-forward fiduciary guidance and common-sense investing principles backed by industry and academic research.
Prior to founding OFA, Bill spent 21 years in the financial services industry with UMB Bank, n.a., American Century Investments, J.P. Morgan Retirement Plan Services and TBC, an Ascensus Company.
He is a recent past Board member and was Treasurer of the Hospice Foundation for Jefferson Healthcare, a 501(c)(3) nonprofit dedicated to providing financial support for hospice patients and their families, and also served as Board member and Treasurer of Jefferson County Medical Advocacy and Services Headquarters ("JC MASH"), a 501(c)(3) nonprofit which provides free health care services to unemployed and under-employed residents of Jefferson County.
Bill and his wife Ros enjoy traveling internationally, hiking and biking the beautiful Olympic Peninsula, experiencing the fun and craziness of Port Townsend and enjoying road trips with their goofy four-legged family member, Gracie.
Bill received his Bachelor’s degree in Economics from the University of Missouri-Columbia. Oh, and about that ‘RPA’ behind his name? That stands for Retirement Plans Associate, a certification received through the Certified Employee Benefits Specialist (CEBS) program at the University of Pennsylvania’s Wharton Business School.
His passion is financial education --- informing others about the importance of saving and investing for financial goals. He founded OFA after recognizing a need for unconflicted, fee-only financial advice, straight-forward fiduciary guidance and common-sense investing principles backed by industry and academic research.
Prior to founding OFA, Bill spent 21 years in the financial services industry with UMB Bank, n.a., American Century Investments, J.P. Morgan Retirement Plan Services and TBC, an Ascensus Company.
He is a recent past Board member and was Treasurer of the Hospice Foundation for Jefferson Healthcare, a 501(c)(3) nonprofit dedicated to providing financial support for hospice patients and their families, and also served as Board member and Treasurer of Jefferson County Medical Advocacy and Services Headquarters ("JC MASH"), a 501(c)(3) nonprofit which provides free health care services to unemployed and under-employed residents of Jefferson County.
Bill and his wife Ros enjoy traveling internationally, hiking and biking the beautiful Olympic Peninsula, experiencing the fun and craziness of Port Townsend and enjoying road trips with their goofy four-legged family member, Gracie.
Bill received his Bachelor’s degree in Economics from the University of Missouri-Columbia. Oh, and about that ‘RPA’ behind his name? That stands for Retirement Plans Associate, a certification received through the Certified Employee Benefits Specialist (CEBS) program at the University of Pennsylvania’s Wharton Business School.