• Dr. Gerald Zidak, Jr., MCEP®, FICF, DD

    Independent Insurance and Annuity Producer
    Master Certified Estate Planner (R)
    Executive Director at Pennsylvania Educational Estate AdvocacySrvs.
    Founding Pastor at United Spiritual Christian Church

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    Dr. Gerald Zidak, Jr. is the son of Margaret and, as of May 29, 2013, the late,Gerald Zidak, Sr. He is also the Father of Dustin M. Zidak and Amber L. (Zidak) Sturchio and the Grandfather of Ava Lillian Zidak, Devin M. and Xavier J. Sturchio, Dayton Matthews, Keitz Ray Matthews, Ave Lillian Zidak and Quinn Avery Zidak. He comes from a humble, Christian family with strong moral values that have been passed down for generations. He is an Eagle Scout with the BSA. His father is an Electrical Engineer and a graduate of PSU and his mother was a business major and a home health hospice nurse for decades. He was guided to do what was passionate in his heart and not what was pressured into him by teachers, peers and outer influences.

    Dr. Zidak has always had a strong desire to help people. This influential guidance from his parents, grandparents and other family members stuck with Dr. Zidak throughout his life. While working his first business he attended college learning the basics of business and Finance at St. Vincent College, in Latrobe PA where he was born, but his education did not stop there. Now with 25+ years in helping the public he has advanced that knowledge base to many degrees and also including being a National Certified Estate Planner, An annuity and Insurance Producer and A National educator with his primary focus on making sure that the public has the knowledge to make informed decisions on their Insurance, Annuity, Estate and Retirement Planning.

    Advancing to the highest level Dr. Gerald M. Zidak, Jr. has received the National Accredited Masters for Estate and Retirement planning with the National Institute of Certified Estate Planners. This adds the MCEP designation to a well-rounded line of achievements for Dr. Zidak. Holding many degrees among many other certifications within the business, financial, retirement and Estate Planning realm. Dr. Zidak is also a licensed minister.

     

  • EXPERIENCE
     

    United Spiritual Christian Church

    President of the Board 
    – Present
     
    Guide the Board of Directors in rebuilding a community organization that had to close leaving many in need of the services offered by the previous organization.

    United Spiritual Christian Holding Corporation

    President of the Board 
    – Present
     
    Guide the board in protecting and growing the funds of the organization.

    United Spiritual Christian Church

    Founding Pastor 
    – Present
     
    Working to set up a number of charitable organizations and numerous types of services with our pastors for all religious beliefs and even for those with no religious beliefs for fellowship.

    Tan-N-Glo

    Owner - Reiki Master Teacher

    – Present

     

    Build client relations and marketing. Reiki Master Teacher.

    Pennsylvania Elder Estate Advocacy Services

    Executive Director Emeritus 
    – Present
     
    Lead a team on professionals and volunteers that help other individuals in properly teach others on how to best preserve their assets. When an individual or business needs a serve that I do not specialize in I recommend professions that I have researched and am networked within LinkedIn.

    Zidak & Son Professionals

    Owner 
    – Present
     
    Manage the businesses held at the Professional Building

    Zidak Financial

    Independent Insurance and Annuity Producer
    – Present
     
    Click to edit position descriptionHelp people to preserve their estates and retirements through estate creation, preservation and growth.

    Pennsylvania Elder Estate Advocacy Services

    Executive Director Emeritus 
    – Present
     
    Educate the public and other planners on how best to preserve their estates and retirements for themselves and their heirs. I hold classes for a spring and fall schedule. When an individual or business needs a serve that I do not specialize in I recommend professions that I have researched and am networked within LinkedIn.

    National Institute of Certified Estate Planners

    Student 
    – 2012
     
    Took the required courses to attain the CEP and MCEP designations after completing accredited exams to attain these designations.

    Knights of Columbus

    General Agent 
    – 2005
     
    Managed the Zidak agency where we had a staff of 10 office staff and 18 field agents. We serviced the 19,000 members of the Knights of Columbus in the southwestern Pennsylvanian area with their financial and life insurance needs.

    "Our Family Market, Cafe, Pizza and Video Rentals"

    Business CO-Owner 
    – 1993
     
    I performed all the duties of owning a business. As Business people know that means wearing several hats for all the positions and duties that must be filled. I closed the business to deal with my passion of Estate and Retirement Teaching and Planning. Owned this with my loving mother.
  • MY MOTTO

     
    Whatever doesn’t kill you makes you stronger.

  • SKILLS
     

    Management Consulting

    Strategic Planning

    Business Strategy

    Coaching

    Change Management

    Project Management

    Estate Planning

    Retirement Planning

    Insurance Professional

    Life, Accident and Health Insurance

    Annuities

  • EDUCATION
     

    Mount Aloysius College

    Bachelor's degree Business/Accounting/Public Administration 1995 - 1997
     

    Saint Vincent College

    Bachelor of Science (BS) Business/Managerial Economics 1983 - 1987
     

    Bishop Carroll High School

    1979-1983
     

     

  • REFERENCES
    Laura A. Wade 814-288-7288
    Jacqueline Zapp 814-749-8303
    Jacquelynn Ziesman 814-322-6027
     

    Angel Wilkinson
    President/Owner at Guardian Angel Financial Svcs., Inc.

    I am very happy to highly recommend without reservation Gerald Zidak. In the finance industry it is so refreshing to find a fellow colleague with not only a high level of experience and integrity; but a true passion for helping people, always putting their needs first. Gerald is the type of individual that strives to make a positive impact on those he meets and I can say, that he does just that. I feel very fortunate to have met, collaborated with and personally know Gerald Zidak. Anyone that has the pleasure of working with him will certainly be better for it.

    Robert Miller
    Executive Director at the NICEP

    Gerald Zidak brings a wealth of experience and passion to his clients through the PEEAS. His educational accomplishments are many, including being awarded both the Certified Estate Planner™ and the Master Certified Estate Planner™ certifications through the NICEP. We are proud to stand behind Gerald and recommend him to those seeking an education and assistance in estate planning.

    Jackie Zapp
    Executive Assistant - Asset Manager at Pennsylvania Elder Estate Estate Advocacy Services

    I am proud to recommend Gerald (Jerry) Zidak for all that he offers, as I have been an understudy to him for many years and then have been at his side through many of the organizations and businesses he is a part of. I have never worked with someone with such enthusiasm to help others. His knowledge base for all that he is a part of, is astounding. He has the ability to speak and teach along with helping any individual so they understand the information, it in their terms. He comes highly recommended by so many organizations that seek his teaching and speaking ability, as a part of their event. In over a decade, I have learned so much from how he deals with professionals as well as consumers and in a warm, welcoming, relaxed style of informing, without reservations, anyone who seeks his help. He has the ability to pull a group together and guide them through all the steps, with each and every organization he is affiliated with, as well as with a one on one basis with a client desperately seeking knowledge and guidance. He continually without waiver constantly takes courses to always have the up to date information for the individuals needing information. This is why I so highly recommend Dr. Gerald Zidak to anyone who seeks his help.
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